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 | $88,801 | $101,069-12.1% | $81,478+9.0% | $147,584-39.8% |
| Participation rate | 42.9% | 74.5%-31.6pp | 68.0%-25.1pp | 82.8%-40.0pp |
| Annual return | 13.23% | 32.40%-19.2pp | 38.78%-25.5pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,071 | $3,205-35.4% | $2,568-19.4% | $4,876-57.5% |
| Participant deferral / active EE | $5,120 | $4,242+20.7% | $3,537+44.8% | $5,439-5.9% |
| Admin fee / account holder | $19,460 | $5,812+234.8% | $4,561+326.7% | $10,885+78.8% |