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 9-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 | $78,693 | $183,519-57.1% | $155,509-49.4% | $145,922-46.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.38% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $7,388 | $5,313+39.1% | $4,672+58.1% | $4,660+58.6% |
| Participant deferral / active EE | $6,686 | $6,462+3.5% | $5,626+18.8% | $6,6880% |
| Admin fee / account holder | $1,628 | $19,313-91.6% | $15,912-89.8% | $13,397-87.8% |