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 | $122,668 | $56,114+118.6% | $96,139+27.6% | $85,850+42.9% |
| Participation rate | 69.0% | 56.7%+12.2pp | 68.4%+0.5pp | 69.3%-0.3pp |
| Annual return | 13.88% | 42.30%-28.4pp | 191.94%-178.1pp | 318.53%-304.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,656 | $2,859+202.7% | $4,349+99.0% | $3,952+119.0% |
| Admin fee / account holder | $9,521 | $3,768+152.7% | $5,537+71.9% | $6,260+52.1% |