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 | $85,694 | $50,082+71.1% | $93,406-8.3% | $79,858+7.3% |
| Participation rate | 37.3% | 60.9%-23.6pp | 66.8%-29.5pp | 69.6%-32.3pp |
| Annual return | 14.48% | 24.59%-10.1pp | 78.05%-63.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $562 | $1,303-56.9% | $2,075-72.9% | $2,471-77.3% |
| Participant deferral / active EE | $1,396 | $2,212-36.9% | $3,126-55.4% | $3,740-62.7% |
| Admin fee / account holder | $1,301 | $3,454-62.3% | $5,230-75.1% | $5,306-75.5% |