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 | $88,515 | $65,365+35.4% | $92,893-4.7% | $72,985+21.3% |
| Participation rate | 56.5% | 68.3%-11.8pp | 76.0%-19.5pp | 69.5%-13.0pp |
| Annual return | 63.37% | 42.10%+21.3pp | 109.41%-46.0pp | 81.00%-17.6pp |
| Employer contribution / active EE | $879 | $2,594-66.1% | $3,653-75.9% | $2,440-64.0% |
| Participant deferral / active EE | $4,234 | $3,128+35.4% | $4,2360% | $3,607+17.4% |
| Admin fee / account holder | $13,114 | $4,251+208.5% | $5,794+126.3% | $5,124+155.9% |