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 | $80,096 | $91,552-12.5% | $133,956-40.2% | $79,858+0.3% |
| Participation rate | 41.9% | 73.3%-31.4pp | 79.8%-37.9pp | 69.6%-27.7pp |
| Annual return | 72.97% | 61.85%+11.1pp | 45.09%+27.9pp | 31.71%+41.3pp |
| Employer contribution / active EE | $1,212 | $2,384-49.1% | $3,919-69.1% | $2,471-50.9% |
| Participant deferral / active EE | $2,903 | $3,733-22.3% | $5,048-42.5% | $3,740-22.4% |
| Admin fee / account holder | $493 | $6,321-92.2% | $8,927-94.5% | $5,306-90.7% |