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 8-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 | $79,186 | $150,187-47.3% | $120,354-34.2% | $145,922-45.7% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 17.85% | 154.07%-136.2pp | 107.15%-89.3pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,899 | $4,348-33.3% | $3,463-16.3% | $4,660-37.8% |
| Participant deferral / active EE | $8,959 | $6,173+45.1% | $4,991+79.5% | $6,688+34.0% |
| Admin fee / account holder | $9,285 | $12,207-23.9% | $9,423-1.5% | $13,397-30.7% |