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 | $111,874 | $101,724+10.0% | $164,813-32.1% | $80,856+38.4% |
| Participation rate | 48.5% | 71.8%-23.3pp | 78.6%-30.1pp | 67.6%-19.1pp |
| Annual return | 13.58% | 16.72%-3.1pp | 69.93%-56.4pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,780 | $2,953-39.7% | $4,341-59.0% | $2,755-35.4% |
| Participant deferral / active EE | $2,116 | $4,477-52.7% | $6,031-64.9% | $4,296-50.7% |
| Admin fee / account holder | $2,586 | $8,227-68.6% | $12,690-79.6% | $6,918-62.6% |