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 | $74,086 | $115,770-36.0% | $101,248-26.8% | $158,922-53.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 17.30% | 56.14%-38.8pp | 46.47%-29.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,297 | $4,175-68.9% | $3,660-64.6% | $4,761-72.8% |
| Participant deferral / active EE | $7,108 | $4,957+43.4% | $4,370+62.6% | $5,982+18.8% |
| Admin fee / account holder | $997 | $7,245-86.2% | $5,945-83.2% | $11,246-91.1% |