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 | $92,686 | $77,314+19.9% | $177,989-47.9% | $80,856+14.6% |
| Participation rate | 46.3% | 65.7%-19.4pp | 77.1%-30.8pp | 67.6%-21.3pp |
| Annual return | 16.06% | 18.09%-2.0pp | 294.48%-278.4pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,274 | $4,411+64.9% | $6,276+15.9% | $4,296+69.3% |
| Admin fee / account holder | $13,853 | $7,191+92.6% | $10,363+33.7% | $6,918+100.3% |