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 | $143,866 | $100,852+42.7% | $90,404+59.1% | $158,922-9.5% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.7%-7.7pp | 82.0%-17.0pp |
| Annual return | 13.57% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.3pp |
| Employer contribution / active EE | $379 | $3,689-89.7% | $3,262-88.4% | $4,761-92.0% |
| Participant deferral / active EE | $5,526 | $4,348+27.1% | $3,963+39.4% | $5,982-7.6% |
| Admin fee / account holder | $13,488 | $6,501+107.5% | $5,611+140.4% | $11,246+19.9% |