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 | $169,708 | $124,425+36.4% | $112,040+51.5% | $137,256+23.6% |
| Participation rate | 47.8% | 79.3%-31.5pp | 76.5%-28.7pp | 80.0%-32.1pp |
| Annual return | 12.56% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,442 | $3,411-28.4% | $2,954-17.3% | $4,156-41.3% |
| Participant deferral / active EE | $7,383 | $5,718+29.1% | $5,098+44.8% | $6,407+15.2% |
| Admin fee / account holder | $7,447 | $15,207-51.0% | $12,098-38.4% | $12,270-39.3% |