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 | $121,667 | $51,576+135.9% | $129,207-5.8% | $80,856+50.5% |
| Participation rate | 57.7% | 57.0%+0.7pp | 69.6%-11.9pp | 67.6%-9.9pp |
| Annual return | 20.79% | 20.81%0pp | 9417.33%-9396.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,820 | $2,669+43.2% | $4,168-8.3% | $4,296-11.1% |
| Admin fee / account holder | $646 | $4,305-85.0% | $7,715-91.6% | $6,918-90.7% |