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 8-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 | $64,341 | $217,402-70.4% | $185,823-65.4% | $167,490-61.6% |
| Participation rate | 69.2% | 86.0%-16.8pp | 81.7%-12.5pp | 82.1%-12.9pp |
| Annual return | 12.00% | 148.36%-136.4pp | 122.05%-110.1pp | 478.56%-466.6pp |
| Employer contribution / active EE | $6,298 | $5,873+7.2% | $5,167+21.9% | $4,837+30.2% |
| Participant deferral / active EE | $4,856 | $6,356-23.6% | $5,568-12.8% | $6,341-23.4% |
| Admin fee / account holder | $1,941 | $19,811-90.2% | $16,237-88.0% | $12,309-84.2% |