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 | $91,430 | $77,314+18.3% | $177,989-48.6% | $80,856+13.1% |
| Participation rate | 38.5% | 65.7%-27.2pp | 77.1%-38.6pp | 67.6%-29.2pp |
| Annual return | 15.02% | 18.09%-3.1pp | 294.48%-279.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,918 | $2,292+27.3% | $3,949-26.1% | $2,755+5.9% |
| Participant deferral / active EE | $6,099 | $4,411+38.3% | $6,276-2.8% | $4,296+42.0% |
| Admin fee / account holder | $2,865 | $7,191-60.2% | $10,363-72.4% | $6,918-58.6% |