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 | $104,194 | $183,592-43.2% | $155,567-33.0% | $145,959-28.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 155.88% | 61.24%+94.6pp | 64.74%+91.1pp | 561.95%-406.1pp |
| Employer contribution / active EE | $3,586 | $5,315-32.5% | $4,674-23.3% | $4,661-23.1% |
| Participant deferral / active EE | $5,988 | $6,464-7.4% | $5,628+6.4% | $6,689-10.5% |
| Admin fee / account holder | $785 | $19,318-95.9% | $15,916-95.1% | $13,398-94.1% |