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 | $155,090 | $149,734+3.6% | $118,925+30.4% | $158,922-2.4% |
| Participation rate | 33.3% | 82.1%-48.7pp | 75.4%-42.0pp | 82.0%-48.6pp |
| Annual return | 11.33% | 19.95%-8.6pp | 35.88%-24.6pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,982 | $4,115-51.8% | $3,263-39.3% | $4,761-58.4% |
| Participant deferral / active EE | $10,704 | $5,223+104.9% | $4,265+151.0% | $5,982+78.9% |
| Admin fee / account holder | $870 | $8,603-89.9% | $6,581-86.8% | $11,246-92.3% |