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 | $87,545 | $93,571-6.4% | $135,903-35.6% | $75,163+16.5% |
| Participation rate | 56.8% | 75.2%-18.4pp | 81.9%-25.1pp | 67.2%-10.4pp |
| Annual return | 19.17% | 30.90%-11.7pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,676 | $3,537-24.3% | $4,856-44.9% | $2,670+0.2% |
| Participant deferral / active EE | $7,561 | $6,404+18.1% | $7,758-2.5% | $4,125+83.3% |
| Admin fee / account holder | $9,066 | $6,975+30.0% | $10,762-15.8% | $5,651+60.4% |