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 | $97,713 | $197,591-50.5% | $177,821-45.0% | $158,922-38.5% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 14.67% | 58.76%-44.1pp | 48.32%-33.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,939 | $6,697-41.2% | $5,918-33.4% | $4,761-17.3% |
| Participant deferral / active EE | $5,611 | $8,405-33.2% | $7,714-27.3% | $5,982-6.2% |
| Admin fee / account holder | $734 | $15,399-95.2% | $12,427-94.1% | $11,246-93.5% |