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 | $170,371 | $117,841+44.6% | $102,423+66.3% | $145,922+16.8% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 16.74% | 31.65%-14.9pp | 29.32%-12.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,150 | $5,731-10.1% | $5,053+1.9% | $6,688-23.0% |
| Admin fee / account holder | $5,506 | $13,326-58.7% | $9,451-41.7% | $13,397-58.9% |