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 | $84,910 | $175,202-51.5% | $149,673-43.3% | $139,434-39.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 10.89% | 166.71%-155.8pp | 134.42%-123.5pp | 372.94%-362.1pp |
| Employer contribution / active EE | $10,319 | $5,474+88.5% | $4,818+114.2% | $4,751+117.2% |
| Participant deferral / active EE | $2,198 | $6,519-66.3% | $5,680-61.3% | $6,710-67.2% |
| Admin fee / account holder | $1,600 | $16,150-90.1% | $13,210-87.9% | $11,403-86.0% |