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 3-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 | $91,771 | $154,228-40.5% | $145,433-36.9% | $137,256-33.1% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 971.28% | 74.59%+896.7pp | 66.58%+904.7pp | 220.34%+750.9pp |
| Employer contribution / active EE | $1,906 | $4,804-60.3% | $4,554-58.2% | $4,156-54.1% |
| Participant deferral / active EE | $7,918 | $8,216-3.6% | $7,897+0.3% | $6,407+23.6% |
| Admin fee / account holder | $147,102 | $14,344+925.6% | $13,129+1020.4% | $12,270+1098.9% |