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 8-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 | $156,803 | $100,773+55.6% | $88,946+76.3% | $142,382+10.1% |
| Participation rate | 52.6% | 74.3%-21.7pp | 68.8%-16.2pp | 80.1%-27.5pp |
| Annual return | 16.25% | 70.18%-53.9pp | 57.82%-41.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,762 | $2,918-5.3% | $2,555+8.1% | $4,299-35.8% |
| Participant deferral / active EE | $6,784 | $5,230+29.7% | $4,581+48.1% | $6,507+4.3% |
| Admin fee / account holder | $887 | $9,693-90.8% | $8,261-89.3% | $12,624-93.0% |