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 | $68,645 | $202,432-66.1% | $169,368-59.5% | $139,434-50.8% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 24.35% | 531.74%-507.4pp | 405.60%-381.3pp | 372.94%-348.6pp |
| Employer contribution / active EE | $1,651 | $4,692-64.8% | $4,013-58.9% | $4,751-65.2% |
| Participant deferral / active EE | $6,412 | $6,938-7.6% | $6,221+3.1% | $6,710-4.4% |
| Admin fee / account holder | $845 | $10,708-92.1% | $9,003-90.6% | $11,403-92.6% |