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 | $73,808 | $109,881-32.8% | $150,045-50.8% | $84,808-13.0% |
| Participation rate | 54.4% | 76.1%-21.6pp | 82.3%-27.9pp | 68.3%-13.9pp |
| Annual return | 18.40% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,310 | $3,561-63.2% | $4,693-72.1% | $2,631-50.2% |
| Participant deferral / active EE | $2,629 | $6,636-60.4% | $7,997-67.1% | $4,212-37.6% |
| Admin fee / account holder | $12,127 | $8,568+41.5% | $13,435-9.7% | $7,344+65.1% |