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 | $58,989 | $102,616-42.5% | $81,983-28.0% | $158,922-62.9% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 9.42% | 61.04%-51.6pp | 41.31%-31.9pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,965 | $3,240-8.5% | $2,498+18.7% | $4,761-37.7% |
| Participant deferral / active EE | $6,183 | $4,648+33.0% | $3,722+66.1% | $5,982+3.4% |
| Admin fee / account holder | $14,894 | $8,235+80.9% | $5,664+163.0% | $11,246+32.4% |