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 | $149,136 | $165,984-10.2% | $164,813-9.5% | $145,922+2.2% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 9.38% | 100.03%-90.6pp | 69.93%-60.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,048 | $5,273-61.2% | $4,341-52.8% | $4,660-56.1% |
| Participant deferral / active EE | $5,008 | $6,959-28.0% | $6,031-17.0% | $6,688-25.1% |
| Admin fee / account holder | $1,410 | $16,648-91.5% | $12,690-88.9% | $13,397-89.5% |