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 | $130,546 | $110,257+18.4% | $96,544+35.2% | $139,434-6.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 61.88% | 26.32%+35.6pp | 25.84%+36.0pp | 372.94%-311.1pp |
| Employer contribution / active EE | $2,071 | $3,620-42.8% | $2,965-30.2% | $4,751-56.4% |
| Participant deferral / active EE | $10,050 | $5,548+81.2% | $4,851+107.2% | $6,710+49.8% |
| Admin fee / account holder | $106,351 | $11,591+817.5% | $8,252+1188.7% | $11,403+832.7% |