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 | $66,657 | $126,574-47.3% | $106,213-37.2% | $145,922-54.3% |
| Participation rate | 69.2% | 77.6%-8.4pp | 75.3%-6.0pp | 80.3%-11.0pp |
| Annual return | 12.78% | 224.79%-212.0pp | 116.14%-103.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,578 | $3,730-30.9% | $3,171-18.7% | $4,660-44.7% |
| Participant deferral / active EE | $10,049 | $5,724+75.6% | $5,016+100.3% | $6,688+50.3% |
| Admin fee / account holder | $2,245 | $17,304-87.0% | $11,033-79.7% | $13,397-83.2% |