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 | $74,784 | $202,432-63.1% | $169,368-55.8% | $139,434-46.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 17.89% | 531.74%-513.9pp | 405.60%-387.7pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,666 | $4,692-64.5% | $4,013-58.5% | $4,751-64.9% |
| Participant deferral / active EE | $10,732 | $6,938+54.7% | $6,221+72.5% | $6,710+59.9% |
| Admin fee / account holder | $6,105 | $10,708-43.0% | $9,003-32.2% | $11,403-46.5% |