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 6-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 | $19,708 | $95,561-79.4% | $77,163-74.5% | $139,434-85.9% |
| Participation rate | 62.5% | 73.9%-11.4pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 16.86% | 54.92%-38.1pp | 37.87%-21.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,087 | $3,147-1.9% | $2,535+21.8% | $4,751-35.0% |
| Participant deferral / active EE | $3,087 | $4,624-33.2% | $3,833-19.5% | $6,710-54.0% |
| Admin fee / account holder | $692 | $8,295-91.7% | $5,472-87.3% | $11,403-93.9% |