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 | $110,275 | $93,571+17.9% | $135,903-18.9% | $75,163+46.7% |
| Participation rate | 53.3% | 75.2%-21.8pp | 81.9%-28.6pp | 67.2%-13.9pp |
| Annual return | 18.82% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,753 | $3,537-50.4% | $4,856-63.9% | $2,670-34.3% |
| Participant deferral / active EE | $6,631 | $6,404+3.5% | $7,758-14.5% | $4,125+60.8% |
| Admin fee / account holder | $1,295 | $6,975-81.4% | $10,762-88.0% | $5,651-77.1% |