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 | $86,484 | $89,753-3.6% | $107,525-19.6% | $84,808+2.0% |
| Participation rate | 19.4% | 68.1%-48.6pp | 75.1%-55.6pp | 68.3%-48.9pp |
| Annual return | 19.08% | 29.48%-10.4pp | 181.32%-162.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,361 | $3,113-56.3% | $3,754-63.7% | $2,631-48.3% |
| Participant deferral / active EE | $3,212 | $4,056-20.8% | $5,116-37.2% | $4,212-23.7% |
| Admin fee / account holder | $21,942 | $7,222+203.8% | $8,919+146.0% | $7,344+198.8% |