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 9-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 | $168,731 | $181,894-7.2% | $156,549+7.8% | $273,961-38.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 4.80% | 30.74%-25.9pp | 32.23%-27.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $4,437 | $6,248-29.0% | $5,501-19.4% | $4,869-8.9% |
| Participant deferral / active EE | $11,973 | $5,550+115.7% | $4,871+145.8% | $5,287+126.5% |
| Admin fee / account holder | $37,499 | $15,559+141.0% | $13,027+187.8% | $10,132+270.1% |