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 | $49,798 | $161,352-69.1% | $134,172-62.9% | $137,256-63.7% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 13.76% | 28.72%-15.0pp | 25.30%-11.5pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,415 | $4,099-41.1% | $3,420-29.4% | $4,156-41.9% |
| Participant deferral / active EE | $8,092 | $5,552+45.7% | $4,690+72.5% | $6,407+26.3% |
| Admin fee / account holder | $340 | $15,028-97.7% | $12,016-97.2% | $12,270-97.2% |