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 | $51,297 | $102,382-49.9% | $147,005-65.1% | $80,874-36.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 16.11% | 134.89%-118.8pp | 418.76%-402.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $1,907 | $3,715-48.7% | $4,934-61.4% | $2,756-30.8% |
| Participant deferral / active EE | $5,985 | $6,646-9.9% | $8,070-25.8% | $4,297+39.3% |
| Admin fee / account holder | $14,690 | $7,942+85.0% | $13,006+12.9% | $6,935+111.8% |