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 | $102,515 | $118,849-13.7% | $96,562+6.2% | $167,490-38.8% |
| Participation rate | 56.3% | 75.5%-19.2pp | 69.8%-13.6pp | 82.1%-25.9pp |
| Annual return | 31.43% | 50.49%-19.1pp | 37.78%-6.4pp | 478.56%-447.1pp |
| Employer contribution / active EE | $783 | $3,120-74.9% | $2,356-66.8% | $4,837-83.8% |
| Participant deferral / active EE | $1,566 | $4,616-66.1% | $3,849-59.3% | $6,341-75.3% |
| Admin fee / account holder | $9,022 | $8,065+11.9% | $6,181+46.0% | $12,309-26.7% |