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 | $59,273 | $99,877-40.7% | $84,966-30.2% | $145,922-59.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 20.34% | 83.76%-63.4pp | 66.38%-46.0pp | 561.29%-540.9pp |
| Employer contribution / active EE | $3,612 | $3,231+11.8% | $2,727+32.5% | $4,660-22.5% |
| Participant deferral / active EE | $10,585 | $5,291+100.1% | $4,519+134.2% | $6,688+58.3% |
| Admin fee / account holder | $4,379 | $7,248-39.6% | $6,149-28.8% | $13,397-67.3% |