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 | $120,711 | $87,733+37.6% | $106,548+13.3% | $85,850+40.6% |
| Participation rate | 54.4% | 71.9%-17.5pp | 76.1%-21.7pp | 69.3%-14.9pp |
| Annual return | 16.03% | 21.86%-5.8pp | 26.80%-10.8pp | 318.53%-302.5pp |
| Employer contribution / active EE | $615 | $2,073-70.3% | $2,819-78.2% | $2,565-76.0% |
| Participant deferral / active EE | $3,298 | $3,469-4.9% | $4,398-25.0% | $3,952-16.6% |
| Admin fee / account holder | $15,549 | $6,767+129.8% | $7,407+109.9% | $6,260+148.4% |