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 | $113,843 | $150,187-24.2% | $120,354-5.4% | $145,922-22.0% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 10.34% | 154.07%-143.7pp | 107.15%-96.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,258 | $4,348-71.1% | $3,463-63.7% | $4,660-73.0% |
| Participant deferral / active EE | $5,071 | $6,173-17.8% | $4,991+1.6% | $6,688-24.2% |
| Admin fee / account holder | $452 | $12,207-96.3% | $9,423-95.2% | $13,397-96.6% |