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 9-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 | $100,493 | $183,519-45.2% | $155,509-35.4% | $145,922-31.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.93% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,634 | $5,313-31.6% | $4,672-22.2% | $4,660-22.0% |
| Participant deferral / active EE | $9,987 | $6,462+54.5% | $5,626+77.5% | $6,688+49.3% |
| Admin fee / account holder | $4,459 | $19,313-76.9% | $15,912-72.0% | $13,397-66.7% |