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 | $21,247 | $96,635-78.0% | $86,612-75.5% | $139,434-84.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 14.68% | 106.41%-91.7pp | 591.07%-576.4pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,385 | $3,263-57.5% | $3,022-54.2% | $4,751-70.8% |
| Participant deferral / active EE | $2,299 | $4,836-52.5% | $4,438-48.2% | $6,710-65.7% |
| Admin fee / account holder | $6,241 | $6,408-2.6% | $5,614+11.2% | $11,403-45.3% |