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 | $110,024 | $201,272-45.3% | $184,203-40.3% | $145,922-24.6% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-46.9pp |
| Annual return | 15.49% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,080 | $7,022-56.1% | $6,427-52.1% | $4,660-33.9% |
| Participant deferral / active EE | $7,667 | $9,806-21.8% | $9,131-16.0% | $6,688+14.6% |
| Admin fee / account holder | $759 | $16,364-95.4% | $13,901-94.5% | $13,397-94.3% |