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 5-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 | $137,012 | $238,490-42.6% | $180,183-24.0% | $142,382-3.8% |
| Participation rate | 66.7% | 82.3%-15.6pp | 77.4%-10.8pp | 80.1%-13.5pp |
| Annual return | 14.87% | 33.56%-18.7pp | 27.86%-13.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,667 | $6,143-72.9% | $5,039-66.9% | $4,299-61.2% |
| Participant deferral / active EE | $2,500 | $7,996-68.7% | $6,822-63.4% | $6,507-61.6% |
| Admin fee / account holder | $8,954 | $28,866-69.0% | $19,975-55.2% | $12,624-29.1% |