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 6-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 | $195,361 | $104,974+86.1% | $95,585+104.4% | $142,382+37.2% |
| Participation rate | 58.3% | 75.0%-16.6pp | 72.1%-13.7pp | 80.1%-21.8pp |
| Annual return | 18.89% | 210.33%-191.4pp | 38.56%-19.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,019 | $2,779-27.4% | $2,527-20.1% | $4,299-53.0% |
| Participant deferral / active EE | $10,909 | $4,352+150.7% | $4,023+171.2% | $6,507+67.6% |
| Admin fee / account holder | $2,547 | $6,386-60.1% | $6,127-58.4% | $12,624-79.8% |