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 | $49,120 | $177,572-72.3% | $154,803-68.3% | $142,382-65.5% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.1%-8.8pp | 80.1%-10.9pp |
| Annual return | 41.94% | 65.07%-23.1pp | 58.88%-16.9pp | 217.08%-175.1pp |
| Employer contribution / active EE | $2,938 | $4,810-38.9% | $4,305-31.8% | $4,299-31.7% |
| Participant deferral / active EE | $6,870 | $6,272+9.5% | $5,540+24.0% | $6,507+5.6% |
| Admin fee / account holder | $445 | $16,786-97.3% | $14,329-96.9% | $12,624-96.5% |