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 | $99,759 | $103,376-3.5% | $87,100+14.5% | $152,861-34.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 10.99% | 28.10%-17.1pp | 28.19%-17.2pp | 345.32%-334.3pp |
| Employer contribution / active EE | $3,628 | $3,220+12.7% | $2,521+43.9% | $4,762-23.8% |
| Participant deferral / active EE | $6,789 | $4,778+42.1% | $4,049+67.7% | $5,850+16.1% |
| Admin fee / account holder | $18,310 | $12,205+50.0% | $7,497+144.2% | $11,596+57.9% |