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 | $142,914 | $209,336-31.7% | $197,124-27.5% | $137,256+4.1% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 20.87% | 48.09%-27.2pp | 44.34%-23.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,260 | $6,591-65.7% | $6,227-63.7% | $4,156-45.6% |
| Participant deferral / active EE | $3,000 | $9,614-68.8% | $9,135-67.2% | $6,407-53.2% |
| Admin fee / account holder | $719 | $17,308-95.8% | $16,298-95.6% | $12,270-94.1% |