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 | $88,133 | $86,944+1.4% | $107,525-18.0% | $74,304+18.6% |
| Participation rate | 38.2% | 59.6%-21.3pp | 75.1%-36.8pp | 60.3%-22.1pp |
| Annual return | 15.62% | 23.52%-7.9pp | 181.32%-165.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,655 | $2,757-40.0% | $3,754-55.9% | $2,241-26.1% |
| Participant deferral / active EE | $3,867 | $3,554+8.8% | $5,116-24.4% | $3,767+2.7% |
| Admin fee / account holder | $4,188 | $3,727+12.4% | $8,919-53.0% | $2,969+41.1% |