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 6-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 | $56,992 | $217,402-73.8% | $185,823-69.3% | $167,490-66.0% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 10.67% | 148.36%-137.7pp | 122.05%-111.4pp | 478.56%-467.9pp |
| Employer contribution / active EE | $2,752 | $5,873-53.1% | $5,167-46.7% | $4,837-43.1% |
| Participant deferral / active EE | $6,258 | $6,356-1.5% | $5,568+12.4% | $6,341-1.3% |
| Admin fee / account holder | $462 | $19,811-97.7% | $16,237-97.2% | $12,309-96.2% |