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 | $33,295 | $109,327-69.5% | $89,391-62.8% | $158,922-79.0% |
| Participation rate | 68.4% | 74.3%-5.8pp | 68.0%+0.4pp | 82.0%-13.5pp |
| Annual return | 10.99% | 345.68%-334.7pp | 245.62%-234.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,197 | $3,170-62.2% | $2,586-53.7% | $4,761-74.9% |
| Participant deferral / active EE | $3,475 | $4,598-24.4% | $3,890-10.7% | $5,982-41.9% |
| Admin fee / account holder | $4,537 | $6,153-26.3% | $4,881-7.1% | $11,246-59.7% |