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 7-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 | $29,872 | $102,616-70.9% | $81,983-63.6% | $158,922-81.2% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 29.52% | 61.04%-31.5pp | 41.31%-11.8pp | 302.83%-273.3pp |
| Employer contribution / active EE | $1,649 | $3,240-49.1% | $2,498-34.0% | $4,761-65.4% |
| Participant deferral / active EE | $4,558 | $4,648-1.9% | $3,722+22.5% | $5,982-23.8% |
| Admin fee / account holder | $9,705 | $8,235+17.9% | $5,664+71.3% | $11,246-13.7% |