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 | $125,397 | $148,978-15.8% | $200,582-37.5% | $84,808+47.9% |
| Participation rate | 67.5% | 84.2%-16.7pp | 86.9%-19.4pp | 68.3%-0.8pp |
| Annual return | 18.63% | 28.16%-9.5pp | 42.33%-23.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,099 | $4,815-14.9% | $6,419-36.1% | $2,631+55.8% |
| Participant deferral / active EE | $7,601 | $7,142+6.4% | $9,331-18.5% | $4,212+80.5% |
| Admin fee / account holder | $8,942 | $13,977-36.0% | $16,305-45.2% | $7,344+21.8% |