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 | $84,754 | $89,753-5.6% | $107,525-21.2% | $84,808-0.1% |
| Participation rate | 27.7% | 68.1%-40.4pp | 75.1%-47.4pp | 68.3%-40.7pp |
| Annual return | 17.07% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,329 | $3,113-57.3% | $3,754-64.6% | $2,631-49.5% |
| Participant deferral / active EE | $2,793 | $4,056-31.1% | $5,116-45.4% | $4,212-33.7% |
| Admin fee / account holder | $15,868 | $7,222+119.7% | $8,919+77.9% | $7,344+116.1% |