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 | $104,548 | $110,257-5.2% | $96,544+8.3% | $139,434-25.0% |
| Participation rate | 63.6% | 78.1%-14.5pp | 76.0%-12.3pp | 80.3%-16.7pp |
| Annual return | 17.73% | 26.32%-8.6pp | 25.84%-8.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,405 | $3,620-33.6% | $2,965-18.9% | $4,751-49.4% |
| Participant deferral / active EE | $5,394 | $5,548-2.8% | $4,851+11.2% | $6,710-19.6% |
| Admin fee / account holder | $12,004 | $11,591+3.6% | $8,252+45.5% | $11,403+5.3% |