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 | $100,061 | $127,065-21.3% | $113,168-11.6% | $142,382-29.7% |
| Participation rate | 59.1% | 79.2%-20.1pp | 76.6%-17.5pp | 80.1%-21.0pp |
| Annual return | 15.17% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,121 | $3,442-38.4% | $2,975-28.7% | $4,299-50.7% |
| Participant deferral / active EE | $5,050 | $5,716-11.7% | $5,107-1.1% | $6,507-22.4% |
| Admin fee / account holder | $8,495 | $15,736-46.0% | $12,068-29.6% | $12,624-32.7% |