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 6-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 | $95,614 | $102,966-7.1% | $90,281+5.9% | $152,861-37.5% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 21.95% | 95.16%-73.2pp | 78.10%-56.1pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,551 | $3,139-50.6% | $2,854-45.7% | $4,762-67.4% |
| Participant deferral / active EE | $2,667 | $4,281-37.7% | $3,885-31.4% | $5,850-54.4% |
| Admin fee / account holder | $40,826 | $6,171+561.6% | $5,351+662.9% | $11,596+252.1% |