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 | $19,935 | $96,635-79.4% | $86,612-77.0% | $139,434-85.7% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 10.92% | 106.41%-95.5pp | 591.07%-580.2pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,287 | $3,263-60.6% | $3,022-57.4% | $4,751-72.9% |
| Participant deferral / active EE | $1,865 | $4,836-61.4% | $4,438-58.0% | $6,710-72.2% |
| Admin fee / account holder | $5,908 | $6,408-7.8% | $5,614+5.2% | $11,403-48.2% |