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 | $22,293 | $60,124-62.9% | $90,404-75.3% | $79,858-72.1% |
| Participation rate | 63.6% | 65.0%-1.3pp | 72.7%-9.0pp | 69.6%-6.0pp |
| Annual return | 14.03% | 71.94%-57.9pp | 1293.02%-1279.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $6,223 | $2,068+201.0% | $3,262+90.8% | $2,471+151.9% |
| Participant deferral / active EE | $1,321 | $2,938-55.0% | $3,963-66.7% | $3,740-64.7% |
| Admin fee / account holder | $7,738 | $3,976+94.6% | $5,611+37.9% | $5,306+45.8% |