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 | $106,581 | $93,571+13.9% | $135,903-21.6% | $75,163+41.8% |
| Participation rate | 67.7% | 75.2%-7.4pp | 81.9%-14.2pp | 67.2%+0.6pp |
| Annual return | 19.87% | 30.90%-11.0pp | 68.23%-48.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $3,248 | $3,537-8.2% | $4,856-33.1% | $2,670+21.6% |
| Participant deferral / active EE | $8,064 | $6,404+25.9% | $7,758+3.9% | $4,125+95.5% |
| Admin fee / account holder | $2,459 | $6,975-64.7% | $10,762-77.1% | $5,651-56.5% |