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 | $90,902 | $78,672+15.5% | $109,143-16.7% | $85,850+5.9% |
| Participation rate | 61.0% | 68.3%-7.3pp | 75.9%-14.9pp | 69.3%-8.3pp |
| Annual return | 13.13% | 25.09%-12.0pp | 25.75%-12.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,357 | $2,735-50.4% | $3,722-63.5% | $2,565-47.1% |
| Participant deferral / active EE | $3,208 | $3,467-7.5% | $4,653-31.1% | $3,952-18.8% |
| Admin fee / account holder | $3,144 | $5,469-42.5% | $6,752-53.4% | $6,260-49.8% |