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 | $21,595 | $107,334-79.9% | $92,893-76.8% | $152,861-85.9% |
| Participation rate | 53.3% | 79.8%-26.5pp | 76.0%-22.7pp | 82.4%-29.1pp |
| Annual return | 14.73% | 145.58%-130.9pp | 109.41%-94.7pp | 345.32%-330.6pp |
| Employer contribution / active EE | $1,893 | $4,221-55.2% | $3,653-48.2% | $4,762-60.3% |
| Participant deferral / active EE | $3,906 | $4,845-19.4% | $4,236-7.8% | $5,850-33.2% |
| Admin fee / account holder | $12,861 | $7,079+81.7% | $5,794+122.0% | $11,596+10.9% |