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 | $80,078 | $85,202-6.0% | $172,739-53.6% | $72,985+9.7% |
| Participation rate | 61.5% | 70.1%-8.5pp | 82.6%-21.1pp | 69.5%-7.9pp |
| Annual return | 17.96% | 27.32%-9.4pp | 802.84%-784.9pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,088 | $3,324-67.3% | $5,143-78.9% | $2,440-55.4% |
| Participant deferral / active EE | $3,624 | $3,260+11.2% | $5,198-30.3% | $3,607+0.5% |
| Admin fee / account holder | $7,408 | $5,884+25.9% | $13,954-46.9% | $5,124+44.6% |