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 | $78,781 | $89,652-12.1% | $141,162-44.2% | $65,185+20.9% |
| Participation rate | 60.2% | 74.7%-14.5pp | 82.5%-22.3pp | 70.2%-10.0pp |
| Annual return | 22.05% | 32.79%-10.7pp | 71.39%-49.3pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,200 | $3,065-60.8% | $4,735-74.6% | $2,177-44.9% |
| Participant deferral / active EE | $3,488 | $5,691-38.7% | $6,709-48.0% | $3,514-0.7% |
| Admin fee / account holder | $9,972 | $569+1654.1% | $10,261-2.8% | $847+1077.3% |