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 | $144,787 | $177,572-18.5% | $154,803-6.5% | $142,382+1.7% |
| Participation rate | 35.7% | 82.1%-46.3pp | 78.1%-42.4pp | 80.1%-44.4pp |
| Annual return | 18.64% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,339 | $4,810-72.2% | $4,305-68.9% | $4,299-68.8% |
| Participant deferral / active EE | $4,655 | $6,272-25.8% | $5,540-16.0% | $6,507-28.5% |
| Admin fee / account holder | $932 | $16,786-94.5% | $14,329-93.5% | $12,624-92.6% |