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 | $136,271 | $67,823+100.9% | $52,425+159.9% | $137,256-0.7% |
| Participation rate | 42.9% | 63.9%-21.1pp | 55.6%-12.8pp | 80.0%-37.1pp |
| Annual return | 17.83% | 219.11%-201.3pp | 302.12%-284.3pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,371 | $1,163+17.9% | $914+50.0% | $4,156-67.0% |
| Participant deferral / active EE | $2,285 | $2,288-0.1% | $1,790+27.6% | $6,407-64.3% |
| Admin fee / account holder | $33,408 | $2,844+1074.6% | $2,495+1239.1% | $12,270+172.3% |