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 | $66,640 | $56,317+18.3% | $71,209-6.4% | $74,304-10.3% |
| Participation rate | 31.7% | 55.1%-23.4pp | 73.8%-42.1pp | 60.3%-28.7pp |
| Annual return | 21.38% | 42.83%-21.4pp | 282.51%-261.1pp | 29.43%-8.0pp |
| Employer contribution / active EE | $2,092 | $2,160-3.2% | $2,721-23.1% | $2,241-6.7% |
| Participant deferral / active EE | $3,930 | $2,788+41.0% | $4,175-5.9% | $3,767+4.3% |
| Admin fee / account holder | $7,824 | $2,290+241.7% | $5,349+46.3% | $2,969+163.5% |