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 4-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 | $149,011 | $166,020-10.2% | $164,866-9.6% | $145,959+2.1% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 21.08% | 100.08%-79.0pp | 69.97%-48.9pp | 561.95%-540.9pp |
| Employer contribution / active EE | $2,420 | $5,275-54.1% | $4,343-44.3% | $4,661-48.1% |
| Participant deferral / active EE | $10,861 | $6,961+56.0% | $6,033+80.0% | $6,689+62.4% |
| Admin fee / account holder | $22,824 | $16,644+37.1% | $12,689+79.9% | $13,398+70.4% |