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 | $80,767 | $103,376-21.9% | $87,100-7.3% | $152,861-47.2% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.9%-8.1pp | 82.4%-13.7pp |
| Annual return | 22.77% | 28.10%-5.3pp | 28.19%-5.4pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,049 | $3,220-36.4% | $2,521-18.8% | $4,762-57.0% |
| Participant deferral / active EE | $4,805 | $4,778+0.6% | $4,049+18.7% | $5,850-17.9% |
| Admin fee / account holder | $2,512 | $12,205-79.4% | $7,497-66.5% | $11,596-78.3% |