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 | $69,255 | $65,561+5.6% | $86,188-19.6% | $75,163-7.9% |
| Participation rate | 53.8% | 60.5%-6.6pp | 69.0%-15.1pp | 67.2%-13.3pp |
| Annual return | 22.86% | 46.05%-23.2pp | 1168.45%-1145.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $3,505 | $1,553+125.8% | $2,380+47.3% | $2,670+31.3% |
| Participant deferral / active EE | $9,114 | $3,024+201.4% | $3,985+128.7% | $4,125+120.9% |
| Admin fee / account holder | $1,717 | $5,474-68.6% | $6,852-74.9% | $5,651-69.6% |