See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,257 | $109,817-76.1% | $98,442-73.3% | $167,490-84.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 14.98% | 1956.69%-1941.7pp | 1492.73%-1477.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,864 | $3,224-42.2% | $2,960-37.0% | $4,837-61.5% |
| Participant deferral / active EE | $6,891 | $4,673+47.4% | $4,276+61.1% | $6,341+8.7% |
| Admin fee / account holder | $5,115 | $6,753-24.2% | $5,949-14.0% | $12,309-58.4% |