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 9-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 | $123,400 | $117,841+4.7% | $102,423+20.5% | $145,922-15.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.53% | 31.65%-18.1pp | 29.32%-15.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,230 | $3,615-66.0% | $3,023-59.3% | $4,660-73.6% |
| Participant deferral / active EE | $4,590 | $5,731-19.9% | $5,053-9.2% | $6,688-31.4% |
| Admin fee / account holder | $2,965 | $13,326-77.7% | $9,451-68.6% | $13,397-77.9% |