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 | $146,883 | $106,515+37.9% | $96,683+51.9% | $139,434+5.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 15.22% | 38.43%-23.2pp | 35.69%-20.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,745 | $4,103-33.1% | $3,737-26.5% | $4,751-42.2% |
| Participant deferral / active EE | $10,712 | $5,454+96.4% | $4,878+119.6% | $6,710+59.6% |
| Admin fee / account holder | $2,255 | $7,877-71.4% | $6,730-66.5% | $11,403-80.2% |