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 | $91,064 | $91,552-0.5% | $133,956-32.0% | $79,858+14.0% |
| Participation rate | 62.1% | 73.3%-11.3pp | 79.8%-17.8pp | 69.6%-7.6pp |
| Annual return | 17.37% | 61.85%-44.5pp | 45.09%-27.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,282 | $2,384-4.3% | $3,919-41.8% | $2,471-7.6% |
| Participant deferral / active EE | $4,400 | $3,733+17.9% | $5,048-12.8% | $3,740+17.6% |
| Admin fee / account holder | $1,913 | $6,321-69.7% | $8,927-78.6% | $5,306-63.9% |