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 | $97,885 | $77,314+26.6% | $177,989-45.0% | $80,856+21.1% |
| Participation rate | 52.4% | 65.7%-13.3pp | 77.1%-24.7pp | 67.6%-15.3pp |
| Annual return | 12.77% | 18.09%-5.3pp | 294.48%-281.7pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,688 | $2,292+17.3% | $3,949-31.9% | $2,755-2.4% |
| Participant deferral / active EE | $6,349 | $4,411+44.0% | $6,276+1.2% | $4,296+47.8% |
| Admin fee / account holder | $34,481 | $7,191+379.5% | $10,363+232.7% | $6,918+398.4% |