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 | $93,058 | $70,428+32.1% | $96,562-3.6% | $85,850+8.4% |
| Participation rate | 53.2% | 61.8%-8.6pp | 69.8%-16.6pp | 69.3%-16.1pp |
| Annual return | 14.25% | 18.59%-4.3pp | 37.78%-23.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,653 | $2,894-42.9% | $3,849-57.0% | $3,952-58.2% |
| Admin fee / account holder | $3,277 | $4,997-34.4% | $6,181-47.0% | $6,260-47.7% |