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 | $172,969 | $111,535+55.1% | $105,223+64.4% | $137,256+26.0% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 16.49% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,343 | $3,939-65.9% | $3,689-63.6% | $4,156-67.7% |
| Participant deferral / active EE | $9,771 | $5,500+77.7% | $5,072+92.7% | $6,407+52.5% |
| Admin fee / account holder | $775 | $9,721-92.0% | $8,859-91.3% | $12,270-93.7% |