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 | $85,981 | $78,422+9.6% | $95,952-10.4% | $79,858+7.7% |
| Participation rate | 61.4% | 73.5%-12.0pp | 77.1%-15.6pp | 69.6%-8.2pp |
| Annual return | 17.15% | 19.37%-2.2pp | 91.61%-74.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,230 | $1,945-36.8% | $2,541-51.6% | $2,471-50.2% |
| Participant deferral / active EE | $2,166 | $3,440-37.0% | $4,167-48.0% | $3,740-42.1% |
| Admin fee / account holder | $949 | $5,622-83.1% | $6,795-86.0% | $5,306-82.1% |