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 7-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 | $93,009 | $107,452-13.4% | $91,541+1.6% | $142,382-34.7% |
| Participation rate | 37.5% | 75.1%-37.6pp | 69.8%-32.3pp | 80.1%-42.6pp |
| Annual return | 21.40% | 22.06%-0.7pp | 20.50%+0.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,748 | $2,994-41.6% | $2,505-30.2% | $4,299-59.3% |
| Participant deferral / active EE | $4,025 | $4,754-15.3% | $4,008+0.4% | $6,507-38.1% |
| Admin fee / account holder | $619 | $8,834-93.0% | $6,956-91.1% | $12,624-95.1% |