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 3-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 | $224,682 | $154,365+45.6% | $130,231+72.5% | $139,434+61.1% |
| Participation rate | 57.1% | 79.9%-22.8pp | 76.3%-19.1pp | 80.3%-23.2pp |
| Annual return | 13.55% | 30.34%-16.8pp | 38.77%-25.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $3,613 | $5,170-30.1% | $4,126-12.4% | $4,751-23.9% |
| Participant deferral / active EE | $4,130 | $8,498-51.4% | $6,799-39.2% | $6,710-38.4% |
| Admin fee / account holder | $20,907 | $9,214+126.9% | $6,020+247.3% | $11,403+83.4% |