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 | $95,198 | $127,065-25.1% | $113,168-15.9% | $142,382-33.1% |
| Participation rate | 63.2% | 79.2%-16.0pp | 76.6%-13.4pp | 80.1%-17.0pp |
| Annual return | 15.92% | 24.03%-8.1pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,476 | $3,442-28.1% | $2,975-16.8% | $4,299-42.4% |
| Participant deferral / active EE | $6,539 | $5,716+14.4% | $5,107+28.1% | $6,507+0.5% |
| Admin fee / account holder | $3,403 | $15,736-78.4% | $12,068-71.8% | $12,624-73.0% |