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 | $174,076 | $87,733+98.4% | $106,548+63.4% | $85,850+102.8% |
| Participation rate | 51.6% | 71.9%-20.3pp | 76.1%-24.5pp | 69.3%-17.7pp |
| Annual return | 15.40% | 21.86%-6.5pp | 26.80%-11.4pp | 318.53%-303.1pp |
| Employer contribution / active EE | $791 | $2,073-61.8% | $2,819-71.9% | $2,565-69.2% |
| Participant deferral / active EE | $5,092 | $3,469+46.8% | $4,398+15.8% | $3,952+28.9% |
| Admin fee / account holder | $34,909 | $6,767+415.8% | $7,407+371.3% | $6,260+457.7% |