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 | $139,476 | $111,724+24.8% | $93,606+49.0% | $145,922-4.4% |
| Participation rate | 52.4% | 74.2%-21.8pp | 68.7%-16.3pp | 80.3%-27.9pp |
| Annual return | 12.48% | 202.98%-190.5pp | 133.20%-120.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,008 | $3,090-35.0% | $2,420-17.0% | $4,660-56.9% |
| Participant deferral / active EE | $2,829 | $4,912-42.4% | $4,411-35.9% | $6,688-57.7% |
| Admin fee / account holder | $5,465 | $10,250-46.7% | $8,285-34.0% | $13,397-59.2% |