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 | $132,401 | $132,634-0.2% | $115,768+14.4% | $137,256-3.5% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.4%-49.4pp | 80.0%-55.0pp |
| Annual return | 18.62% | 160.70%-142.1pp | 100.46%-81.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,013 | $3,360-69.8% | $2,940-65.5% | $4,156-75.6% |
| Participant deferral / active EE | $3,040 | $5,619-45.9% | $4,917-38.2% | $6,407-52.5% |
| Admin fee / account holder | $1,393 | $15,028-90.7% | $12,439-88.8% | $12,270-88.6% |