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 | $142,027 | $108,919+30.4% | $100,391+41.5% | $145,922-2.7% |
| Participation rate | 58.3% | 82.9%-24.6pp | 81.5%-23.1pp | 80.3%-21.9pp |
| Annual return | 18.74% | 57.88%-39.1pp | 49.20%-30.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,279 | $4,419-71.1% | $3,942-67.6% | $4,660-72.6% |
| Participant deferral / active EE | $7,966 | $8,445-5.7% | $8,082-1.4% | $6,688+19.1% |
| Admin fee / account holder | $5,994 | $9,689-38.1% | $7,899-24.1% | $13,397-55.3% |