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 8-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 | $108,367 | $96,484+12.3% | $75,886+42.8% | $152,861-29.1% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.3%-5.6pp | 82.4%-18.8pp |
| Annual return | 18.69% | 33.98%-15.3pp | 30.76%-12.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,148 | $3,309-65.3% | $2,500-54.1% | $4,762-75.9% |
| Participant deferral / active EE | $2,921 | $4,553-35.8% | $3,603-18.9% | $5,850-50.1% |
| Admin fee / account holder | $637 | $8,078-92.1% | $5,418-88.2% | $11,596-94.5% |