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 | $113,352 | $117,983-3.9% | $101,794+11.4% | $142,382-20.4% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.2%-32.8pp | 80.1%-43.8pp |
| Annual return | 15.09% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,685 | $2,773-39.2% | $2,289-26.4% | $4,299-60.8% |
| Participant deferral / active EE | $5,455 | $4,714+15.7% | $4,084+33.6% | $6,507-16.2% |
| Admin fee / account holder | $532 | $10,433-94.9% | $8,777-93.9% | $12,624-95.8% |