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 | $102,823 | $89,753+14.6% | $107,525-4.4% | $84,808+21.2% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 15.26% | 29.48%-14.2pp | 181.32%-166.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,500 | $3,113-19.7% | $3,754-33.4% | $2,631-5.0% |
| Participant deferral / active EE | $6,432 | $4,056+58.6% | $5,116+25.7% | $4,212+52.7% |
| Admin fee / account holder | $13,224 | $7,222+83.1% | $8,919+48.3% | $7,344+80.1% |