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 | $86,513 | $179,726-51.9% | $156,263-44.6% | $142,382-39.2% |
| Participation rate | 64.7% | 82.1%-17.4pp | 78.9%-14.2pp | 80.1%-15.4pp |
| Annual return | 119.47% | 77.86%+41.6pp | 59.47%+60.0pp | 217.08%-97.6pp |
| Employer contribution / active EE | $1,319 | $5,069-74.0% | $4,333-69.6% | $4,299-69.3% |
| Participant deferral / active EE | $3,388 | $6,956-51.3% | $6,158-45.0% | $6,507-47.9% |
| Admin fee / account holder | $3,478 | $17,272-79.9% | $14,255-75.6% | $12,624-72.4% |