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 | $87,449 | $89,753-2.6% | $107,525-18.7% | $84,808+3.1% |
| Participation rate | 40.7% | 68.1%-27.3pp | 75.1%-34.3pp | 68.3%-27.6pp |
| Annual return | 15.85% | 29.48%-13.6pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,270 | $3,113-59.2% | $3,754-66.2% | $2,631-51.7% |
| Participant deferral / active EE | $4,249 | $4,056+4.8% | $5,116-16.9% | $4,212+0.9% |
| Admin fee / account holder | $3,802 | $7,222-47.3% | $8,919-57.4% | $7,344-48.2% |