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 | $95,242 | $95,416-0.2% | $185,823-48.7% | $85,850+10.9% |
| Participation rate | 54.7% | 68.8%-14.0pp | 81.7%-27.0pp | 69.3%-14.6pp |
| Annual return | 16.90% | 23.59%-6.7pp | 122.05%-105.1pp | 318.53%-301.6pp |
| Employer contribution / active EE | $2,916 | $3,314-12.0% | $5,167-43.6% | $2,565+13.7% |
| Participant deferral / active EE | $2,906 | $3,423-15.1% | $5,568-47.8% | $3,952-26.5% |
| Admin fee / account holder | $2,233 | $7,213-69.0% | $16,237-86.2% | $6,260-64.3% |