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 | $49,193 | $100,852-51.2% | $90,404-45.6% | $158,922-69.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 20.77% | 1724.20%-1703.4pp | 1293.02%-1272.2pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,580 | $3,689-30.1% | $3,262-20.9% | $4,761-45.8% |
| Participant deferral / active EE | $5,896 | $4,348+35.6% | $3,963+48.8% | $5,982-1.4% |
| Admin fee / account holder | $512 | $6,501-92.1% | $5,611-90.9% | $11,246-95.4% |