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 6-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 | $81,414 | $77,314+5.3% | $177,989-54.3% | $80,856+0.7% |
| Participation rate | 45.2% | 65.7%-20.5pp | 77.1%-31.9pp | 67.6%-22.5pp |
| Annual return | 15.93% | 18.09%-2.2pp | 294.48%-278.6pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,667 | $2,292-27.3% | $3,949-57.8% | $2,755-39.5% |
| Participant deferral / active EE | $2,315 | $4,411-47.5% | $6,276-63.1% | $4,296-46.1% |
| Admin fee / account holder | $7,098 | $7,191-1.3% | $10,363-31.5% | $6,918+2.6% |