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 | $61,925 | $102,317-39.5% | $146,958-57.9% | $80,856-23.4% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.2%-17.9pp | 67.6%-3.4pp |
| Annual return | 12.38% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $5,064 | $3,713+36.4% | $4,933+2.7% | $2,755+83.8% |
| Participant deferral / active EE | $2,797 | $6,644-57.9% | $8,070-65.3% | $4,296-34.9% |
| Admin fee / account holder | $726 | $7,941-90.9% | $12,998-94.4% | $6,918-89.5% |