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 7-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 | $92,650 | $93,571-1.0% | $135,903-31.8% | $75,163+23.3% |
| Participation rate | 63.6% | 75.2%-11.5pp | 81.9%-18.3pp | 67.2%-3.6pp |
| Annual return | 16.75% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,451 | $3,537-30.7% | $4,856-49.5% | $2,670-8.2% |
| Participant deferral / active EE | $3,961 | $6,404-38.2% | $7,758-48.9% | $4,125-4.0% |
| Admin fee / account holder | $976 | $6,975-86.0% | $10,762-90.9% | $5,651-82.7% |