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 | $76,299 | $183,519-58.4% | $155,509-50.9% | $145,922-47.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 10.53% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,233 | $5,313-39.1% | $4,672-30.8% | $4,660-30.6% |
| Participant deferral / active EE | $6,062 | $6,462-6.2% | $5,626+7.7% | $6,688-9.4% |
| Admin fee / account holder | $2,089 | $19,313-89.2% | $15,912-86.9% | $13,397-84.4% |