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 7-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 | $97,558 | $99,918-2.4% | $81,382+19.9% | $145,922-33.1% |
| Participation rate | 29.4% | 74.2%-44.8pp | 69.5%-40.1pp | 80.3%-50.9pp |
| Annual return | 12.94% | 34.32%-21.4pp | 24.73%-11.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,426 | $2,978-18.5% | $2,463-1.5% | $4,660-47.9% |
| Participant deferral / active EE | $5,069 | $4,605+10.1% | $3,883+30.5% | $6,688-24.2% |
| Admin fee / account holder | $28,604 | $8,212+248.3% | $5,768+395.9% | $13,397+113.5% |