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 | $103,060 | $115,770-11.0% | $101,248+1.8% | $158,922-35.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 13.29% | 56.14%-42.9pp | 46.47%-33.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $3,465 | $4,175-17.0% | $3,660-5.3% | $4,761-27.2% |
| Participant deferral / active EE | $8,863 | $4,957+78.8% | $4,370+102.8% | $5,982+48.2% |
| Admin fee / account holder | $1,622 | $7,245-77.6% | $5,945-72.7% | $11,246-85.6% |