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 | $131,190 | $102,966+27.4% | $90,281+45.3% | $152,861-14.2% |
| Participation rate | 55.0% | 75.9%-20.9pp | 73.3%-18.3pp | 82.4%-27.4pp |
| Annual return | 19.63% | 95.16%-75.5pp | 78.10%-58.5pp | 345.32%-325.7pp |
| Employer contribution / active EE | $426 | $3,139-86.4% | $2,854-85.1% | $4,762-91.0% |
| Participant deferral / active EE | $6,186 | $4,281+44.5% | $3,885+59.2% | $5,850+5.7% |
| Admin fee / account holder | $30,443 | $6,171+393.3% | $5,351+468.9% | $11,596+162.5% |