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 | $119,967 | $24,730+385.1% | $66,042+81.7% | $84,808+41.5% |
| Participation rate | 30.9% | 68.1%-37.2pp | 67.5%-36.6pp | 68.3%-37.4pp |
| Annual return | 14.79% | 79.55%-64.8pp | 52.11%-37.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,417 | $1,737-18.4% | $2,835-50.0% | $4,212-66.4% |
| Admin fee / account holder | $13,840 | $3,014+359.2% | $5,747+140.8% | $7,344+88.5% |