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 | $116,107 | $41,078+182.6% | $80,569+44.1% | $71,457+62.5% |
| Participation rate | 51.9% | 50.2%+1.6pp | 67.0%-15.1pp | 67.9%-16.1pp |
| Annual return | 17.20% | 38.45%-21.3pp | 935.43%-918.2pp | 28.85%-11.6pp |
| Employer contribution / active EE | $449 | $1,506-70.2% | $2,723-83.5% | $2,588-82.7% |
| Participant deferral / active EE | $1,889 | $2,699-30.0% | $4,447-57.5% | $4,289-56.0% |
| Admin fee / account holder | $4,107 | $1,840+123.2% | $5,377-23.6% | $1,587+158.7% |