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 | $60,344 | $101,499-40.5% | $147,005-59.0% | $74,546-19.1% |
| Participation rate | 58.4% | 75.5%-17.1pp | 82.2%-23.8pp | 67.2%-8.8pp |
| Annual return | 15.26% | 8732.34%-8717.1pp | 418.76%-403.5pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $3,374 | $3,811-11.5% | $4,934-31.6% | $2,624+28.6% |
| Participant deferral / active EE | $6,204 | $7,304-15.1% | $8,070-23.1% | $4,347+42.7% |
| Admin fee / account holder | $6,825 | $1,748+290.5% | $13,006-47.5% | $1,944+251.2% |