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 | $91,037 | $85,202+6.8% | $172,739-47.3% | $72,985+24.7% |
| Participation rate | 49.1% | 70.1%-20.9pp | 82.6%-33.5pp | 69.5%-20.4pp |
| Annual return | 22.51% | 27.32%-4.8pp | 802.84%-780.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,525 | $3,324+6.0% | $5,143-31.5% | $2,440+44.5% |
| Participant deferral / active EE | $8,596 | $3,260+163.7% | $5,198+65.4% | $3,607+138.3% |
| Admin fee / account holder | $5,373 | $5,884-8.7% | $13,954-61.5% | $5,124+4.9% |