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 7-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 | $137,961 | $111,724+23.5% | $93,606+47.4% | $145,922-5.5% |
| Participation rate | 57.9% | 74.2%-16.3pp | 68.7%-10.8pp | 80.3%-22.4pp |
| Annual return | 21.74% | 202.98%-181.2pp | 133.20%-111.5pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,568 | $3,090-49.2% | $2,420-35.2% | $4,660-66.3% |
| Participant deferral / active EE | $5,675 | $4,912+15.5% | $4,411+28.6% | $6,688-15.1% |
| Admin fee / account holder | $1,110 | $10,250-89.2% | $8,285-86.6% | $13,397-91.7% |