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 | $69,654 | $183,592-62.1% | $155,567-55.2% | $145,959-52.3% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 16.47% | 61.24%-44.8pp | 64.74%-48.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $1,237 | $5,315-76.7% | $4,674-73.5% | $4,661-73.5% |
| Participant deferral / active EE | $8,964 | $6,464+38.7% | $5,628+59.3% | $6,689+34.0% |
| Admin fee / account holder | $1,076 | $19,318-94.4% | $15,916-93.2% | $13,398-92.0% |