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 9-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 | $41,946 | $112,096-62.6% | $95,952-56.3% | $158,922-73.6% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | 23.49% | 171.09%-147.6pp | 91.61%-68.1pp | 302.83%-279.3pp |
| Employer contribution / active EE | $1,306 | $3,198-59.2% | $2,541-48.6% | $4,761-72.6% |
| Participant deferral / active EE | $4,228 | $4,784-11.6% | $4,167+1.5% | $5,982-29.3% |
| Admin fee / account holder | $738 | $10,130-92.7% | $6,795-89.1% | $11,246-93.4% |