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 | $99,218 | $78,672+26.1% | $109,143-9.1% | $85,850+15.6% |
| Participation rate | 67.3% | 68.3%-1.0pp | 75.9%-8.6pp | 69.3%-2.0pp |
| Annual return | 18.15% | 25.09%-6.9pp | 25.75%-7.6pp | 318.53%-300.4pp |
| Employer contribution / active EE | $2,287 | $2,735-16.4% | $3,722-38.6% | $2,565-10.9% |
| Participant deferral / active EE | $5,909 | $3,467+70.4% | $4,653+27.0% | $3,952+49.5% |
| Admin fee / account holder | $502 | $5,469-90.8% | $6,752-92.6% | $6,260-92.0% |