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 | $102,757 | $123,982-17.1% | $69,701+47.4% | $145,959-29.6% |
| Participation rate | 42.9% | 69.2%-26.3pp | 66.4%-23.6pp | 80.3%-37.4pp |
| Annual return | 9.87% | 191.01%-181.1pp | 100.32%-90.4pp | 561.95%-552.1pp |
| Employer contribution / active EE | $882 | $2,681-67.1% | $1,713-48.5% | $4,661-81.1% |
| Participant deferral / active EE | $882 | $4,236-79.2% | $2,887-69.5% | $6,689-86.8% |
| Admin fee / account holder | $12,993 | $7,867+65.2% | $4,717+175.5% | $13,398-3.0% |