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 6-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 | $141,470 | $127,065+11.3% | $113,168+25.0% | $142,382-0.6% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 20.90% | 24.03%-3.1pp | 24.27%-3.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,802 | $3,442-47.6% | $2,975-39.4% | $4,299-58.1% |
| Participant deferral / active EE | $7,209 | $5,716+26.1% | $5,107+41.2% | $6,507+10.8% |
| Admin fee / account holder | $959 | $15,736-93.9% | $12,068-92.1% | $12,624-92.4% |