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 | $61,979 | $197,591-68.6% | $177,821-65.1% | $158,922-61.0% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 17.09% | 58.76%-41.7pp | 48.32%-31.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $6,696 | $6,6970% | $5,918+13.1% | $4,761+40.6% |
| Participant deferral / active EE | $3,369 | $8,405-59.9% | $7,714-56.3% | $5,982-43.7% |
| Admin fee / account holder | $847 | $15,399-94.5% | $12,427-93.2% | $11,246-92.5% |