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 | $86,092 | $91,552-6.0% | $133,956-35.7% | $79,858+7.8% |
| Participation rate | 63.3% | 73.3%-10.1pp | 79.8%-16.6pp | 69.6%-6.4pp |
| Annual return | 20.74% | 61.85%-41.1pp | 45.09%-24.4pp | 31.71%-11.0pp |
| Employer contribution / active EE | $2,073 | $2,384-13.0% | $3,919-47.1% | $2,471-16.1% |
| Participant deferral / active EE | $2,151 | $3,733-42.4% | $5,048-57.4% | $3,740-42.5% |
| Admin fee / account holder | $2,978 | $6,321-52.9% | $8,927-66.6% | $5,306-43.9% |