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 | $132,699 | $104,974+26.4% | $95,585+38.8% | $142,382-6.8% |
| Participation rate | 58.3% | 75.0%-16.6pp | 72.1%-13.7pp | 80.1%-21.8pp |
| Annual return | 20.00% | 210.33%-190.3pp | 38.56%-18.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,078 | $2,779-25.2% | $2,527-17.8% | $4,299-51.7% |
| Participant deferral / active EE | $5,293 | $4,352+21.6% | $4,023+31.6% | $6,507-18.7% |
| Admin fee / account holder | $4,360 | $6,386-31.7% | $6,127-28.8% | $12,624-65.5% |