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 | $76,756 | $59,417+29.2% | $93,606-18.0% | $74,495+3.0% |
| Participation rate | 50.0% | 59.7%-9.7pp | 68.7%-18.7pp | 67.2%-17.2pp |
| Annual return | 12.72% | 81.83%-69.1pp | 133.20%-120.5pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $837 | $1,264-33.7% | $2,420-65.4% | $2,623-68.1% |
| Participant deferral / active EE | $2,907 | $3,050-4.7% | $4,411-34.1% | $4,346-33.1% |
| Admin fee / account holder | $6,347 | $3,021+110.1% | $8,285-23.4% | $1,942+226.9% |