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 | $30,097 | $112,096-73.2% | $95,952-68.6% | $158,922-81.1% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 23.49% | 171.09%-147.6pp | 91.61%-68.1pp | 302.83%-279.3pp |
| Employer contribution / active EE | $1,132 | $3,198-64.6% | $2,541-55.4% | $4,761-76.2% |
| Participant deferral / active EE | $4,898 | $4,784+2.4% | $4,167+17.6% | $5,982-18.1% |
| Admin fee / account holder | $1,094 | $10,130-89.2% | $6,795-83.9% | $11,246-90.3% |