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 | $134,533 | $64,480+108.6% | $81,382+65.3% | $80,856+66.4% |
| Participation rate | 62.5% | 63.9%-1.4pp | 69.5%-7.0pp | 67.6%-5.1pp |
| Annual return | 12.09% | 16.34%-4.3pp | 24.73%-12.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,416 | $1,978+22.1% | $2,463-1.9% | $2,755-12.3% |
| Participant deferral / active EE | $8,506 | $3,094+175.0% | $3,883+119.1% | $4,296+98.0% |
| Admin fee / account holder | $53,362 | $5,671+841.0% | $5,768+825.1% | $6,918+671.4% |