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 | $111,210 | $101,724+9.3% | $164,813-32.5% | $80,856+37.5% |
| Participation rate | 21.2% | 71.8%-50.6pp | 78.6%-57.4pp | 67.6%-46.4pp |
| Annual return | 17.33% | 16.72%+0.6pp | 69.93%-52.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,779 | $4,477-37.9% | $6,031-53.9% | $4,296-35.3% |
| Admin fee / account holder | $16,460 | $8,227+100.1% | $12,690+29.7% | $6,918+137.9% |