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 9-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 | $148,459 | $127,386+16.5% | $115,037+29.1% | $125,391+18.4% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -2.22% | 31.28%-33.5pp | 26.14%-28.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,000 | $5,166-61.3% | $4,608-56.6% | $4,866-58.9% |
| Participant deferral / active EE | $2,500 | $6,423-61.1% | $6,026-58.5% | $5,352-53.3% |
| Admin fee / account holder | $10,758 | $9,516+13.0% | $8,175+31.6% | $9,540+12.8% |