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 | $75,654 | $98,750-23.4% | $149,696-49.5% | $79,858-5.3% |
| Participation rate | 49.0% | 75.8%-26.8pp | 82.5%-33.5pp | 69.6%-20.7pp |
| Annual return | 15.53% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $909 | $3,216-71.7% | $4,644-80.4% | $2,471-63.2% |
| Participant deferral / active EE | $3,994 | $5,680-29.7% | $6,842-41.6% | $3,740+6.8% |
| Admin fee / account holder | $11,912 | $6,053+96.8% | $9,309+28.0% | $5,306+124.5% |