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 | $89,444 | $56,114+59.4% | $96,139-7.0% | $85,850+4.2% |
| Participation rate | 42.4% | 56.7%-14.3pp | 68.4%-26.0pp | 69.3%-26.9pp |
| Annual return | 41.30% | 42.30%-1.0pp | 191.94%-150.6pp | 318.53%-277.2pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,069 | $2,859+77.3% | $4,349+16.6% | $3,952+28.3% |
| Admin fee / account holder | $1,237 | $3,768-67.2% | $5,537-77.7% | $6,260-80.2% |