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 3-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 | $108,553 | $148,534-26.9% | $135,903-20.1% | $139,434-22.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 94.51% | 79.19%+15.3pp | 68.23%+26.3pp | 372.94%-278.4pp |
| Employer contribution / active EE | $3,520 | $5,243-32.9% | $4,856-27.5% | $4,751-25.9% |
| Participant deferral / active EE | $6,800 | $8,100-16.1% | $7,758-12.3% | $6,710+1.3% |
| Admin fee / account holder | $953 | $12,400-92.3% | $10,762-91.1% | $11,403-91.6% |