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 | $65,559 | $86,286-24.0% | $111,297-41.1% | $85,850-23.6% |
| Participation rate | 58.5% | 73.3%-14.8pp | 77.3%-18.8pp | 69.3%-10.8pp |
| Annual return | 25.28% | 19.99%+5.3pp | 54.65%-29.4pp | 318.53%-293.3pp |
| Employer contribution / active EE | $1,872 | $2,043-8.4% | $2,731-31.4% | $2,565-27.0% |
| Participant deferral / active EE | $3,987 | $3,641+9.5% | $4,487-11.2% | $3,952+0.9% |
| Admin fee / account holder | $15,412 | $8,188+88.2% | $7,964+93.5% | $6,260+146.2% |