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 | $102,743 | $183,519-44.0% | $155,509-33.9% | $145,922-29.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.24% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,948 | $5,313-44.5% | $4,672-36.9% | $4,660-36.7% |
| Participant deferral / active EE | $9,615 | $6,462+48.8% | $5,626+70.9% | $6,688+43.8% |
| Admin fee / account holder | $3,411 | $19,313-82.3% | $15,912-78.6% | $13,397-74.5% |