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 3-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 | $136,211 | $209,336-34.9% | $197,124-30.9% | $137,256-0.8% |
| Participation rate | 39.1% | 87.3%-48.2pp | 86.7%-47.6pp | 80.0%-40.8pp |
| Annual return | 17.22% | 48.09%-30.9pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,685 | $6,591-74.4% | $6,227-72.9% | $4,156-59.5% |
| Participant deferral / active EE | $4,707 | $9,614-51.0% | $9,135-48.5% | $6,407-26.5% |
| Admin fee / account holder | $11,669 | $17,308-32.6% | $16,298-28.4% | $12,270-4.9% |