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 | $89,710 | $86,929+3.2% | $102,423-12.4% | $80,856+10.9% |
| Participation rate | 48.3% | 72.4%-24.1pp | 76.5%-28.2pp | 67.6%-19.4pp |
| Annual return | 17.26% | 18.88%-1.6pp | 29.32%-12.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,544 | $2,369-34.8% | $3,023-48.9% | $2,755-43.9% |
| Participant deferral / active EE | $3,024 | $4,118-26.6% | $5,053-40.2% | $4,296-29.6% |
| Admin fee / account holder | $11,175 | $8,049+38.8% | $9,451+18.2% | $6,918+61.5% |