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 | $75,612 | $148,534-49.1% | $135,903-44.4% | $139,434-45.8% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 23.86% | 79.19%-55.3pp | 68.23%-44.4pp | 372.94%-349.1pp |
| Employer contribution / active EE | $8,565 | $5,243+63.4% | $4,856+76.4% | $4,751+80.3% |
| Participant deferral / active EE | $19,788 | $8,100+144.3% | $7,758+155.1% | $6,710+194.9% |
| Admin fee / account holder | $29,074 | $12,400+134.5% | $10,762+170.1% | $11,403+155.0% |