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 | $84,010 | $183,519-54.2% | $155,509-46.0% | $145,922-42.4% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.5pp | 80.3%-16.6pp |
| Annual return | 12.10% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,539 | $5,313-52.2% | $4,672-45.7% | $4,660-45.5% |
| Participant deferral / active EE | $6,413 | $6,462-0.8% | $5,626+14.0% | $6,688-4.1% |
| Admin fee / account holder | $329 | $19,313-98.3% | $15,912-97.9% | $13,397-97.5% |