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 | $63,840 | $74,888-14.8% | $71,209-10.3% | $142,382-55.2% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.1%-26.8pp |
| Annual return | 15.81% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,241 | $2,854-21.5% | $2,721-17.7% | $4,299-47.9% |
| Participant deferral / active EE | $4,549 | $4,454+2.1% | $4,175+8.9% | $6,507-30.1% |
| Admin fee / account holder | $1,596 | $5,568-71.3% | $5,349-70.2% | $12,624-87.4% |