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 | $154,199 | $238,490-35.3% | $180,183-14.4% | $142,382+8.3% |
| Participation rate | 14.3% | 82.3%-68.0pp | 77.4%-63.2pp | 80.1%-65.8pp |
| Annual return | 15.91% | 33.56%-17.6pp | 27.86%-11.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,742 | $6,143-39.1% | $5,039-25.7% | $4,299-13.0% |
| Participant deferral / active EE | $9,757 | $7,996+22.0% | $6,822+43.0% | $6,507+49.9% |
| Admin fee / account holder | $510 | $28,866-98.2% | $19,975-97.4% | $12,624-96.0% |