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 | $144,657 | $111,724+29.5% | $93,606+54.5% | $145,922-0.9% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 24.56% | 202.98%-178.4pp | 133.20%-108.6pp | 561.29%-536.7pp |
| Employer contribution / active EE | $2,009 | $3,090-35.0% | $2,420-17.0% | $4,660-56.9% |
| Participant deferral / active EE | $10,186 | $4,912+107.4% | $4,411+130.9% | $6,688+52.3% |
| Admin fee / account holder | $568 | $10,250-94.5% | $8,285-93.1% | $13,397-95.8% |