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 | $42,237 | $133,922-68.5% | $116,228-63.7% | $142,382-70.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 13.55% | 147.76%-134.2pp | 90.06%-76.5pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,782 | $3,446-48.3% | $2,994-40.5% | $4,299-58.6% |
| Participant deferral / active EE | $5,674 | $5,6720% | $4,953+14.5% | $6,507-12.8% |
| Admin fee / account holder | $919 | $14,945-93.9% | $11,989-92.3% | $12,624-92.7% |