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 | $138,821 | $81,208+70.9% | $98,907+40.4% | $79,858+73.8% |
| Participation rate | 69.6% | 72.5%-2.9pp | 76.0%-6.5pp | 69.6%-0.1pp |
| Annual return | 13.30% | 60.99%-47.7pp | 196.43%-183.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $918 | $1,960-53.2% | $2,689-65.9% | $2,471-62.8% |
| Participant deferral / active EE | $2,547 | $3,265-22.0% | $4,244-40.0% | $3,740-31.9% |
| Admin fee / account holder | $6,498 | $6,013+8.1% | $6,642-2.2% | $5,306+22.4% |