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 | $95,058 | $102,317-7.1% | $146,958-35.3% | $80,856+17.6% |
| Participation rate | 54.8% | 75.8%-21.0pp | 82.2%-27.3pp | 67.6%-12.8pp |
| Annual return | 12.30% | 134.76%-122.5pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,764 | $3,713-25.6% | $4,933-44.0% | $2,755+0.3% |
| Participant deferral / active EE | $4,795 | $6,644-27.8% | $8,070-40.6% | $4,296+11.6% |
| Admin fee / account holder | $19,689 | $7,941+147.9% | $12,998+51.5% | $6,918+184.6% |