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 | $72,736 | $148,534-51.0% | $135,903-46.5% | $139,434-47.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 24.36% | 79.19%-54.8pp | 68.23%-43.9pp | 372.94%-348.6pp |
| Employer contribution / active EE | $7,008 | $5,243+33.7% | $4,856+44.3% | $4,751+47.5% |
| Participant deferral / active EE | $7,984 | $8,100-1.4% | $7,758+2.9% | $6,710+19.0% |
| Admin fee / account holder | $438 | $12,400-96.5% | $10,762-95.9% | $11,403-96.2% |