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 | $117,508 | $73,933+58.9% | $96,683+21.5% | $75,163+56.3% |
| Participation rate | 53.2% | 66.4%-13.2pp | 74.3%-21.2pp | 67.2%-14.0pp |
| Annual return | 22.04% | 26.70%-4.7pp | 35.69%-13.7pp | 160.62%-138.6pp |
| Employer contribution / active EE | $1,962 | $2,928-33.0% | $3,737-47.5% | $2,670-26.5% |
| Participant deferral / active EE | $5,918 | $3,659+61.8% | $4,878+21.3% | $4,125+43.5% |
| Admin fee / account holder | $6,183 | $5,216+18.5% | $6,730-8.1% | $5,651+9.4% |