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 6-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 | $80,684 | $106,584-24.3% | $101,326-20.4% | $142,382-43.3% |
| Participation rate | 54.5% | 82.7%-28.1pp | 81.5%-27.0pp | 80.1%-25.6pp |
| Annual return | 12.76% | 36.93%-24.2pp | 36.82%-24.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,210 | $3,956-44.1% | $3,665-39.7% | $4,299-48.6% |
| Participant deferral / active EE | $6,203 | $8,297-25.2% | $7,994-22.4% | $6,507-4.7% |
| Admin fee / account holder | $33,646 | $11,446+193.9% | $11,185+200.8% | $12,624+166.5% |