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 9-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 | $106,254 | $114,381-7.1% | $107,525-1.2% | $142,382-25.4% |
| Participation rate | 42.9% | 78.1%-35.3pp | 75.1%-32.2pp | 80.1%-37.3pp |
| Annual return | 15.37% | 242.71%-227.3pp | 181.32%-166.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,502 | $4,015-62.6% | $3,754-60.0% | $4,299-65.1% |
| Participant deferral / active EE | $1,660 | $5,564-70.2% | $5,116-67.5% | $6,507-74.5% |
| Admin fee / account holder | $21,309 | $9,860+116.1% | $8,919+138.9% | $12,624+68.8% |