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 | $145,456 | $138,347+5.1% | $184,203-21.0% | $80,856+79.9% |
| Participation rate | 63.6% | 83.9%-20.2pp | 86.8%-23.2pp | 67.6%-4.0pp |
| Annual return | 11.37% | 20.02%-8.6pp | 28.81%-17.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $4,434 | $4,850-8.6% | $6,427-31.0% | $2,755+61.0% |
| Participant deferral / active EE | $8,106 | $7,071+14.6% | $9,131-11.2% | $4,296+88.7% |
| Admin fee / account holder | $15,638 | $10,483+49.2% | $13,901+12.5% | $6,918+126.0% |