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 | $31,486 | $49,922-36.9% | $80,569-60.9% | $75,163-58.1% |
| Participation rate | 66.7% | 55.3%+11.4pp | 67.0%-0.3pp | 67.2%-0.5pp |
| Annual return | 23.73% | 34.69%-11.0pp | 935.43%-911.7pp | 160.62%-136.9pp |
| Employer contribution / active EE | $1,766 | $1,698+4.0% | $2,723-35.2% | $2,670-33.9% |
| Participant deferral / active EE | $2,551 | $2,990-14.7% | $4,447-42.6% | $4,125-38.2% |
| Admin fee / account holder | $10,440 | $3,577+191.9% | $5,377+94.2% | $5,651+84.8% |