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 | $221,585 | $210,648+5.2% | $177,989+24.5% | $145,922+51.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.97% | 385.86%-370.9pp | 294.48%-279.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,484 | $4,565-67.5% | $3,949-62.4% | $4,660-68.2% |
| Participant deferral / active EE | $10,819 | $6,958+55.5% | $6,276+72.4% | $6,688+61.8% |
| Admin fee / account holder | $7,852 | $12,013-34.6% | $10,363-24.2% | $13,397-41.4% |