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 8-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 | $101,647 | $81,460+24.8% | $103,333-1.6% | $80,856+25.7% |
| Participation rate | 65.4% | 66.8%-1.5pp | 74.5%-9.1pp | 67.6%-2.3pp |
| Annual return | 39.46% | 25.55%+13.9pp | 24.88%+14.6pp | 35.59%+3.9pp |
| Employer contribution / active EE | $1,366 | $3,105-56.0% | $3,868-64.7% | $2,755-50.4% |
| Participant deferral / active EE | $3,758 | $3,869-2.9% | $5,057-25.7% | $4,296-12.5% |
| Admin fee / account holder | $9,065 | $6,566+38.1% | $8,355+8.5% | $6,918+31.0% |