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 | $96,319 | $96,018+0.3% | $65,493+47.1% | $85,563+12.6% |
| Participation rate | 26.0% | 74.8%-48.8pp | 73.1%-47.1pp | 66.0%-40.0pp |
| Annual return | 17.76% | 14.51%+3.3pp | 982.45%-964.7pp | 31.51%-13.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,815 | $4,055-55.2% | $3,961-54.2% | $4,375-58.5% |
| Admin fee / account holder | $3,254 | $271+1102.5% | $5,028-35.3% | $834+290.1% |