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 | $74,931 | $102,317-26.8% | $146,958-49.0% | $80,856-7.3% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.2%-13.7pp | 67.6%+0.8pp |
| Annual return | 21.28% | 134.76%-113.5pp | 418.34%-397.1pp | 35.59%-14.3pp |
| Employer contribution / active EE | $4,440 | $3,713+19.6% | $4,933-10.0% | $2,755+61.2% |
| Participant deferral / active EE | $10,565 | $6,644+59.0% | $8,070+30.9% | $4,296+145.9% |
| Admin fee / account holder | $2,847 | $7,941-64.1% | $12,998-78.1% | $6,918-58.8% |