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 9-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 | $93,932 | $111,535-15.8% | $105,223-10.7% | $137,256-31.6% |
| Participation rate | 56.5% | 78.1%-21.6pp | 75.0%-18.5pp | 80.0%-23.4pp |
| Annual return | 16.46% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,310 | $3,939-66.7% | $3,689-64.5% | $4,156-68.5% |
| Participant deferral / active EE | $5,341 | $5,500-2.9% | $5,072+5.3% | $6,407-16.6% |
| Admin fee / account holder | $26,136 | $9,721+168.8% | $8,859+195.0% | $12,270+113.0% |