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 | $90,851 | $95,416-4.8% | $185,823-51.1% | $85,850+5.8% |
| Participation rate | 54.4% | 68.8%-14.3pp | 81.7%-27.3pp | 69.3%-14.9pp |
| Annual return | 71.23% | 23.59%+47.6pp | 122.05%-50.8pp | 318.53%-247.3pp |
| Employer contribution / active EE | $525 | $3,314-84.2% | $5,167-89.8% | $2,565-79.5% |
| Participant deferral / active EE | $4,601 | $3,423+34.4% | $5,568-17.4% | $3,952+16.4% |
| Admin fee / account holder | $940 | $7,213-87.0% | $16,237-94.2% | $6,260-85.0% |