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 | $120,019 | $209,336-42.7% | $197,124-39.1% | $137,256-12.6% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 17.50% | 48.09%-30.6pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,113 | $6,591-67.9% | $6,227-66.1% | $4,156-49.1% |
| Participant deferral / active EE | $7,582 | $9,614-21.1% | $9,135-17.0% | $6,407+18.3% |
| Admin fee / account holder | $530 | $17,308-96.9% | $16,298-96.7% | $12,270-95.7% |