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 3-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 | $49,482 | $214,378-76.9% | $200,582-75.3% | $142,382-65.2% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 20.08% | 46.41%-26.3pp | 42.33%-22.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $6,223 | $6,841-9.0% | $6,419-3.1% | $4,299+44.7% |
| Participant deferral / active EE | $11,320 | $9,865+14.7% | $9,331+21.3% | $6,507+74.0% |
| Admin fee / account holder | $14,144 | $17,692-20.1% | $16,305-13.3% | $12,624+12.0% |