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 | $107,878 | $80,968+33.2% | $96,544+11.7% | $75,163+43.5% |
| Participation rate | 60.5% | 71.8%-11.3pp | 76.0%-15.5pp | 67.2%-6.7pp |
| Annual return | 19.23% | 27.06%-7.8pp | 25.84%-6.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,439 | $2,282-36.9% | $2,965-51.4% | $2,670-46.1% |
| Participant deferral / active EE | $2,673 | $3,928-31.9% | $4,851-44.9% | $4,125-35.2% |
| Admin fee / account holder | $1,864 | $6,724-72.3% | $8,252-77.4% | $5,651-67.0% |