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 | $103,801 | $228,332-54.5% | $185,823-44.1% | $158,922-34.7% |
| Participation rate | 68.4% | 82.3%-13.9pp | 78.0%-9.6pp | 82.0%-13.5pp |
| Annual return | 15.87% | 40.80%-24.9pp | 35.95%-20.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,933 | $4,967-40.9% | $4,087-28.2% | $4,761-38.4% |
| Participant deferral / active EE | $10,756 | $6,415+67.7% | $5,632+91.0% | $5,982+79.8% |
| Admin fee / account holder | $1,001 | $11,864-91.6% | $9,500-89.5% | $11,246-91.1% |