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 | $109,801 | $88,581+24.0% | $145,661-24.6% | $74,304+47.8% |
| Participation rate | 42.3% | 64.9%-22.7pp | 77.2%-35.0pp | 60.3%-18.1pp |
| Annual return | 17.42% | 34.30%-16.9pp | 101.46%-84.0pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,603 | $2,612-38.6% | $4,238-62.2% | $2,241-28.5% |
| Participant deferral / active EE | $3,288 | $4,151-20.8% | $7,198-54.3% | $3,767-12.7% |
| Admin fee / account holder | $7,071 | $2,953+139.4% | $12,466-43.3% | $2,969+138.2% |