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 | $137,144 | $117,381+16.8% | $99,443+37.9% | $152,861-10.3% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.4%-22.4pp |
| Annual return | 24.64% | 31.87%-7.2pp | 30.72%-6.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,255 | $3,013-58.3% | $2,540-50.6% | $4,762-73.6% |
| Participant deferral / active EE | $4,460 | $4,086+9.2% | $3,619+23.3% | $5,850-23.8% |
| Admin fee / account holder | $4,280 | $7,631-43.9% | $6,250-31.5% | $11,596-63.1% |