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 | $77,989 | $154,365-49.5% | $130,231-40.1% | $139,434-44.1% |
| Participation rate | 66.7% | 79.9%-13.3pp | 76.3%-9.6pp | 80.3%-13.7pp |
| Annual return | 19.00% | 30.34%-11.3pp | 38.77%-19.8pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,091 | $5,170-40.2% | $4,126-25.1% | $4,751-34.9% |
| Participant deferral / active EE | $6,101 | $8,498-28.2% | $6,799-10.3% | $6,710-9.1% |
| Admin fee / account holder | $2,100 | $9,214-77.2% | $6,020-65.1% | $11,403-81.6% |