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 5-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 | $104,908 | $214,378-51.1% | $200,582-47.7% | $142,382-26.3% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 59.71% | 46.41%+13.3pp | 42.33%+17.4pp | 217.08%-157.4pp |
| Employer contribution / active EE | $10,308 | $6,841+50.7% | $6,419+60.6% | $4,299+139.8% |
| Participant deferral / active EE | $7,885 | $9,865-20.1% | $9,331-15.5% | $6,507+21.2% |
| Admin fee / account holder | $3,009 | $17,692-83.0% | $16,305-81.5% | $12,624-76.2% |