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 | $82,089 | $77,314+6.2% | $177,989-53.9% | $80,856+1.5% |
| Participation rate | 55.6% | 65.7%-10.1pp | 77.1%-21.5pp | 67.6%-12.1pp |
| Annual return | 15.02% | 18.09%-3.1pp | 294.48%-279.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,327 | $2,292+1.5% | $3,949-41.1% | $2,755-15.5% |
| Participant deferral / active EE | $4,645 | $4,411+5.3% | $6,276-26.0% | $4,296+8.1% |
| Admin fee / account holder | $15,124 | $7,191+110.3% | $10,363+45.9% | $6,918+118.6% |