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 | $87,798 | $96,635-9.1% | $86,612+1.4% | $139,434-37.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 18.62% | 106.41%-87.8pp | 591.07%-572.4pp | 372.94%-354.3pp |
| Employer contribution / active EE | $500 | $3,263-84.7% | $3,022-83.5% | $4,751-89.5% |
| Participant deferral / active EE | $7,961 | $4,836+64.6% | $4,438+79.4% | $6,710+18.6% |
| Admin fee / account holder | $1,031 | $6,408-83.9% | $5,614-81.6% | $11,403-91.0% |