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 | $83,320 | $89,355-6.8% | $141,162-41.0% | $72,985+14.2% |
| Participation rate | 47.9% | 75.1%-27.2pp | 82.5%-34.6pp | 69.5%-21.6pp |
| Annual return | 22.73% | 111.85%-89.1pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,811 | $5,418-29.7% | $6,709-43.2% | $3,607+5.7% |
| Admin fee / account holder | $8,929 | $5,958+49.9% | $10,261-13.0% | $5,124+74.3% |