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 4-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 | $116,709 | $183,519-36.4% | $155,509-25.0% | $145,922-20.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.52% | 61.17%-45.6pp | 64.67%-49.2pp | 561.29%-545.8pp |
| Employer contribution / active EE | $12,243 | $5,313+130.4% | $4,672+162.0% | $4,660+162.7% |
| Participant deferral / active EE | $15,333 | $6,462+137.3% | $5,626+172.5% | $6,688+129.3% |
| Admin fee / account holder | $431 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |