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 8-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 | $14,579 | $107,934-86.5% | $91,989-84.2% | $152,861-90.5% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.4%-22.4pp |
| Annual return | 19.95% | 89.24%-69.3pp | 69.02%-49.1pp | 345.32%-325.4pp |
| Employer contribution / active EE | $5,276 | $4,210+25.3% | $3,452+52.8% | $4,762+10.8% |
| Participant deferral / active EE | $11,212 | $6,364+76.2% | $5,923+89.3% | $5,850+91.7% |
| Admin fee / account holder | $10,032 | $10,520-4.6% | $7,743+29.6% | $11,596-13.5% |