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 | $152,485 | $117,841+29.4% | $102,423+48.9% | $145,922+4.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.64% | 31.65%-20.0pp | 29.32%-17.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,150 | $3,615+14.8% | $3,023+37.3% | $4,660-10.9% |
| Participant deferral / active EE | $8,300 | $5,731+44.8% | $5,053+64.3% | $6,688+24.1% |
| Admin fee / account holder | $3,116 | $13,326-76.6% | $9,451-67.0% | $13,397-76.7% |