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 | $177,065 | $159,901+10.7% | $146,958+20.5% | $145,922+21.3% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.4pp | 80.3%-15.6pp |
| Annual return | 17.68% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,650 | $5,286-49.9% | $4,933-46.3% | $4,660-43.1% |
| Participant deferral / active EE | $7,875 | $8,428-6.6% | $8,070-2.4% | $6,688+17.7% |
| Admin fee / account holder | $3,293 | $15,044-78.1% | $12,998-74.7% | $13,397-75.4% |