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 | $101,269 | $96,484+5.0% | $156,263-35.2% | $74,304+36.3% |
| Participation rate | 39.9% | 67.7%-27.8pp | 78.9%-39.0pp | 60.3%-20.5pp |
| Annual return | 17.89% | 17.73%+0.2pp | 59.47%-41.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,540 | $2,528-39.1% | $4,333-64.5% | $2,241-31.3% |
| Participant deferral / active EE | $3,495 | $4,286-18.5% | $6,158-43.2% | $3,767-7.2% |
| Admin fee / account holder | $18,176 | $3,728+387.6% | $14,255+27.5% | $2,969+512.2% |