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 8-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 | $102,103 | $49,915+104.6% | $154,803-34.0% | $74,304+37.4% |
| Participation rate | 38.1% | 54.0%-15.9pp | 78.1%-40.0pp | 60.3%-22.3pp |
| Annual return | 15.67% | 34.06%-18.4pp | 58.88%-43.2pp | 29.43%-13.8pp |
| Employer contribution / active EE | $2,381 | $1,611+47.8% | $4,305-44.7% | $2,241+6.3% |
| Participant deferral / active EE | $4,452 | $2,255+97.5% | $5,540-19.6% | $3,767+18.2% |
| Admin fee / account holder | $10,119 | $2,189+362.3% | $14,329-29.4% | $2,969+240.8% |