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 | $27,971 | $112,096-75.0% | $95,952-70.8% | $158,922-82.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 11.70% | 171.09%-159.4pp | 91.61%-79.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,506 | $3,198-21.6% | $2,541-1.4% | $4,761-47.4% |
| Participant deferral / active EE | $5,381 | $4,784+12.5% | $4,167+29.1% | $5,982-10.0% |
| Admin fee / account holder | $10,279 | $10,130+1.5% | $6,795+51.3% | $11,246-8.6% |