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 | $118,907 | $95,416+24.6% | $185,823-36.0% | $85,850+38.5% |
| Participation rate | 16.0% | 68.8%-52.8pp | 81.7%-65.7pp | 69.3%-53.3pp |
| Annual return | 14.22% | 23.59%-9.4pp | 122.05%-107.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $588 | $3,314-82.3% | $5,167-88.6% | $2,565-77.1% |
| Participant deferral / active EE | $2,530 | $3,423-26.1% | $5,568-54.6% | $3,952-36.0% |
| Admin fee / account holder | $1,110 | $7,213-84.6% | $16,237-93.2% | $6,260-82.3% |