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 | $81,404 | $42,548+91.3% | $74,550+9.2% | $56,287+44.6% |
| Participation rate | 59.6% | 60.5%-0.8pp | 69.1%-9.5pp | 69.9%-10.2pp |
| Annual return | 13.74% | 12.40%+1.3pp | 32.53%-18.8pp | -9.96%+23.7pp |
| Employer contribution / active EE | $1,373 | $855+60.6% | $1,961-30.0% | $2,111-35.0% |
| Participant deferral / active EE | $2,760 | $2,277+21.2% | $3,108-11.2% | $3,350-17.6% |
| Admin fee / account holder | $14,246 | $467+2949.6% | $5,060+181.6% | $521+2634.7% |