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 | $70,817 | $178,174-60.3% | $156,181-54.7% | $137,256-48.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 22.23% | 84.19%-62.0pp | 64.87%-42.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,483 | $4,972-70.2% | $4,294-65.5% | $4,156-64.3% |
| Participant deferral / active EE | $10,589 | $6,888+53.7% | $6,132+72.7% | $6,407+65.3% |
| Admin fee / account holder | $2,724 | $17,404-84.4% | $14,586-81.3% | $12,270-77.8% |