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 7-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 | $149,391 | $99,985+49.4% | $146,665+1.9% | $85,850+74.0% |
| Participation rate | 57.7% | 73.1%-15.4pp | 80.1%-22.4pp | 69.3%-11.6pp |
| Annual return | 12.10% | 18.93%-6.8pp | 22.74%-10.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,448 | $4,006-38.9% | $5,506-55.5% | $3,952-38.1% |
| Admin fee / account holder | $4,776 | $7,702-38.0% | $10,280-53.5% | $6,260-23.7% |