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 | $166,042 | $209,411-20.7% | $178,490-7.0% | $158,922+4.5% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 12.90% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,039 | $5,706-64.3% | $5,011-59.3% | $4,761-57.2% |
| Participant deferral / active EE | $2,549 | $5,954-57.2% | $5,202-51.0% | $5,982-57.4% |
| Admin fee / account holder | $1,185 | $17,074-93.1% | $13,984-91.5% | $11,246-89.5% |