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 | $84,076 | $76,407+10.0% | $150,298-44.1% | $82,448+2.0% |
| Participation rate | 55.2% | 66.4%-11.2pp | 77.8%-22.6pp | 68.1%-12.9pp |
| Annual return | 17.89% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,429 | $2,614+31.2% | $4,154-17.4% | $2,551+34.4% |
| Participant deferral / active EE | $3,281 | $3,214+2.1% | $5,453-39.8% | $4,139-20.7% |
| Admin fee / account holder | $1,008 | $6,352-84.1% | $14,116-92.9% | $7,234-86.1% |