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 | $85,496 | $89,753-4.7% | $107,525-20.5% | $84,808+0.8% |
| Participation rate | 63.4% | 68.1%-4.6pp | 75.1%-11.7pp | 68.3%-4.9pp |
| Annual return | 13.18% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,539 | $3,113-50.6% | $3,754-59.0% | $2,631-41.5% |
| Participant deferral / active EE | $2,730 | $4,056-32.7% | $5,116-46.6% | $4,212-35.2% |
| Admin fee / account holder | $11,690 | $7,222+61.9% | $8,919+31.1% | $7,344+59.2% |