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 | $144,235 | $124,425+15.9% | $112,040+28.7% | $137,256+5.1% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.5%-15.0pp | 80.0%-18.4pp |
| Annual return | 15.11% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,968 | $3,411-42.3% | $2,954-33.4% | $4,156-52.6% |
| Participant deferral / active EE | $5,871 | $5,718+2.7% | $5,098+15.2% | $6,407-8.4% |
| Admin fee / account holder | $50,345 | $15,207+231.1% | $12,098+316.1% | $12,270+310.3% |