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 | $84,307 | $111,535-24.4% | $105,223-19.9% | $137,256-38.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 29.60% | 237.85%-208.3pp | 180.65%-151.0pp | 220.34%-190.7pp |
| Employer contribution / active EE | $1,769 | $3,939-55.1% | $3,689-52.0% | $4,156-57.4% |
| Participant deferral / active EE | $5,392 | $5,500-2.0% | $5,072+6.3% | $6,407-15.8% |
| Admin fee / account holder | $11,481 | $9,721+18.1% | $8,859+29.6% | $12,270-6.4% |