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 | $41,157 | $177,572-76.8% | $154,803-73.4% | $142,382-71.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 103.96% | 65.07%+38.9pp | 58.88%+45.1pp | 217.08%-113.1pp |
| Employer contribution / active EE | $4,580 | $4,810-4.8% | $4,305+6.4% | $4,299+6.5% |
| Participant deferral / active EE | $8,606 | $6,272+37.2% | $5,540+55.3% | $6,507+32.3% |
| Admin fee / account holder | $18,735 | $16,786+11.6% | $14,329+30.7% | $12,624+48.4% |