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 3-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 | $69,280 | $183,519-62.2% | $155,509-55.4% | $145,922-52.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 19.62% | 61.17%-41.5pp | 64.67%-45.0pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,998 | $5,313-62.4% | $4,672-57.2% | $4,660-57.1% |
| Participant deferral / active EE | $11,705 | $6,462+81.1% | $5,626+108.0% | $6,688+75.0% |
| Admin fee / account holder | $1,607 | $19,313-91.7% | $15,912-89.9% | $13,397-88.0% |