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 | $127,065+33.6% | $113,168+50.0% | $142,382+19.2% |
| Participation rate | 47.8% | 79.2%-31.4pp | 76.6%-28.7pp | 80.1%-32.3pp |
| Annual return | 12.56% | 24.03%-11.5pp | 24.27%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,442 | $3,442-29.1% | $2,975-17.9% | $4,299-43.2% |
| Participant deferral / active EE | $7,383 | $5,716+29.2% | $5,107+44.6% | $6,507+13.5% |
| Admin fee / account holder | $7,447 | $15,736-52.7% | $12,068-38.3% | $12,624-41.0% |