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 | $108,273 | $109,982-1.6% | $97,226+11.4% | $145,922-25.8% |
| Participation rate | 61.1% | 75.9%-14.8pp | 72.7%-11.6pp | 80.3%-19.2pp |
| Annual return | 12.46% | 242.90%-230.4pp | 75.13%-62.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,099 | $3,084-31.9% | $2,729-23.1% | $4,660-55.0% |
| Participant deferral / active EE | $3,962 | $4,676-15.3% | $4,264-7.1% | $6,688-40.8% |
| Admin fee / account holder | $56,348 | $6,221+805.8% | $5,654+896.7% | $13,397+320.6% |