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 7-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 | $79,954 | $65,390+22.3% | $169,368-52.8% | $71,457+11.9% |
| Participation rate | 47.4% | 67.0%-19.6pp | 77.1%-29.8pp | 67.9%-20.6pp |
| Annual return | 17.15% | 21.31%-4.2pp | 405.60%-388.5pp | 28.85%-11.7pp |
| Employer contribution / active EE | $3,431 | $2,079+65.0% | $4,013-14.5% | $2,588+32.6% |
| Participant deferral / active EE | $3,942 | $4,367-9.7% | $6,221-36.6% | $4,289-8.1% |
| Admin fee / account holder | $1,077 | $1,324-18.7% | $9,003-88.0% | $1,587-32.2% |