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 | $47,248 | $88,751-46.8% | $81,812-42.2% | $145,922-67.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 14.83% | 1025.40%-1010.6pp | 773.79%-759.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,118 | $3,083-31.3% | $2,912-27.3% | $4,660-54.6% |
| Participant deferral / active EE | $4,508 | $4,643-2.9% | $4,319+4.4% | $6,688-32.6% |
| Admin fee / account holder | $699 | $8,415-91.7% | $7,386-90.5% | $13,397-94.8% |