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 | $95,884 | $89,753+6.8% | $107,525-10.8% | $84,808+13.1% |
| Participation rate | 56.3% | 68.1%-11.8pp | 75.1%-18.8pp | 68.3%-12.1pp |
| Annual return | 17.42% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,666 | $3,113-46.5% | $3,754-55.6% | $2,631-36.7% |
| Participant deferral / active EE | $2,952 | $4,056-27.2% | $5,116-42.3% | $4,212-29.9% |
| Admin fee / account holder | $1,089 | $7,222-84.9% | $8,919-87.8% | $7,344-85.2% |