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 8-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 | $126,022 | $183,519-31.3% | $155,509-19.0% | $145,922-13.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.59% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,546 | $5,313-70.9% | $4,672-66.9% | $4,660-66.8% |
| Participant deferral / active EE | $6,727 | $6,462+4.1% | $5,626+19.6% | $6,688+0.6% |
| Admin fee / account holder | $1,176 | $19,313-93.9% | $15,912-92.6% | $13,397-91.2% |