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 | $101,659 | $95,416+6.5% | $185,823-45.3% | $85,850+18.4% |
| Participation rate | 37.9% | 68.8%-30.8pp | 81.7%-43.8pp | 69.3%-31.4pp |
| Annual return | 22.25% | 23.59%-1.3pp | 122.05%-99.8pp | 318.53%-296.3pp |
| Employer contribution / active EE | $1,389 | $3,314-58.1% | $5,167-73.1% | $2,565-45.9% |
| Participant deferral / active EE | $3,387 | $3,423-1.1% | $5,568-39.2% | $3,952-14.3% |
| Admin fee / account holder | $62,970 | $7,213+773.0% | $16,237+287.8% | $6,260+905.9% |