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 | $119,839 | $80,968+48.0% | $96,544+24.1% | $75,163+59.4% |
| Participation rate | 64.0% | 71.8%-7.8pp | 76.0%-12.0pp | 67.2%-3.2pp |
| Annual return | 15.21% | 27.06%-11.9pp | 25.84%-10.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,792 | $2,282-21.5% | $2,965-39.5% | $2,670-32.9% |
| Participant deferral / active EE | $2,987 | $3,928-24.0% | $4,851-38.4% | $4,125-27.6% |
| Admin fee / account holder | $23,161 | $6,724+244.4% | $8,252+180.7% | $5,651+309.9% |