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 6-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 | $72,088 | $126,574-43.0% | $106,213-32.1% | $145,922-50.6% |
| Participation rate | 69.2% | 77.6%-8.4pp | 75.3%-6.0pp | 80.3%-11.0pp |
| Annual return | 17.16% | 224.79%-207.6pp | 116.14%-99.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $7,119 | $3,730+90.8% | $3,171+124.5% | $4,660+52.8% |
| Participant deferral / active EE | $4,471 | $5,724-21.9% | $5,016-10.9% | $6,688-33.1% |
| Admin fee / account holder | $7,099 | $17,304-59.0% | $11,033-35.7% | $13,397-47.0% |