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 7-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 | $132,089 | $74,888+76.4% | $71,209+85.5% | $142,382-7.2% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.1%-34.7pp |
| Annual return | 16.79% | 345.14%-328.4pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,308 | $2,854-54.2% | $2,721-51.9% | $4,299-69.6% |
| Participant deferral / active EE | $6,591 | $4,454+48.0% | $4,175+57.9% | $6,507+1.3% |
| Admin fee / account holder | $7,205 | $5,568+29.4% | $5,349+34.7% | $12,624-42.9% |