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 8-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 | $208,213 | $201,272+3.4% | $184,203+13.0% | $145,922+42.7% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.6pp |
| Annual return | 16.72% | 29.00%-12.3pp | 28.81%-12.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,926 | $7,022-72.6% | $6,427-70.0% | $4,660-58.7% |
| Participant deferral / active EE | $8,092 | $9,806-17.5% | $9,131-11.4% | $6,688+21.0% |
| Admin fee / account holder | $11,527 | $16,364-29.6% | $13,901-17.1% | $13,397-14.0% |