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 | $94,060 | $117,841-20.2% | $102,423-8.2% | $145,922-35.5% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 26.69% | 31.65%-5.0pp | 29.32%-2.6pp | 561.29%-534.6pp |
| Employer contribution / active EE | $1,159 | $3,615-67.9% | $3,023-61.7% | $4,660-75.1% |
| Participant deferral / active EE | $7,600 | $5,731+32.6% | $5,053+50.4% | $6,688+13.6% |
| Admin fee / account holder | $2,275 | $13,326-82.9% | $9,451-75.9% | $13,397-83.0% |