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 | $92,743 | $101,763-8.9% | $164,866-43.7% | $80,874+14.7% |
| Participation rate | 58.1% | 71.8%-13.7pp | 78.6%-20.5pp | 67.6%-9.5pp |
| Annual return | 12.82% | 16.73%-3.9pp | 69.97%-57.1pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,519 | $2,954-14.7% | $4,343-42.0% | $2,756-8.6% |
| Participant deferral / active EE | $5,001 | $4,477+11.7% | $6,033-17.1% | $4,297+16.4% |
| Admin fee / account holder | $3,608 | $8,228-56.2% | $12,689-71.6% | $6,935-48.0% |