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 5-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 | $93,576 | $117,841-20.6% | $102,423-8.6% | $145,922-35.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 15.77% | 31.65%-15.9pp | 29.32%-13.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $11,408 | $3,615+215.6% | $3,023+277.3% | $4,660+144.8% |
| Participant deferral / active EE | $7,195 | $5,731+25.6% | $5,053+42.4% | $6,688+7.6% |
| Admin fee / account holder | $1,292 | $13,326-90.3% | $9,451-86.3% | $13,397-90.4% |