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 | $134,636 | $76,407+76.2% | $150,298-10.4% | $82,448+63.3% |
| Participation rate | 63.6% | 66.4%-2.8pp | 77.8%-14.1pp | 68.1%-4.4pp |
| Annual return | 13.92% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,173 | $2,614-55.1% | $4,154-71.8% | $2,551-54.0% |
| Participant deferral / active EE | $5,559 | $3,214+73.0% | $5,453+2.0% | $4,139+34.3% |
| Admin fee / account holder | $50,429 | $6,352+693.9% | $14,116+257.3% | $7,234+597.1% |