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 | $69,484 | $104,974-33.8% | $95,585-27.3% | $142,382-51.2% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 16.30% | 210.33%-194.0pp | 38.56%-22.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,513 | $2,779-9.5% | $2,527-0.5% | $4,299-41.5% |
| Participant deferral / active EE | $4,220 | $4,352-3.0% | $4,023+4.9% | $6,507-35.1% |
| Admin fee / account holder | $6,554 | $6,386+2.6% | $6,127+7.0% | $12,624-48.1% |