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 | $94,103 | $51,576+82.5% | $129,207-27.2% | $80,856+16.4% |
| Participation rate | 59.6% | 57.0%+2.6pp | 69.6%-10.0pp | 67.6%-8.0pp |
| Annual return | 18.22% | 20.81%-2.6pp | 9417.33%-9399.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $1,452 | $1,584-8.3% | $4,153-65.0% | $2,755-47.3% |
| Participant deferral / active EE | $2,824 | $2,669+5.8% | $4,168-32.2% | $4,296-34.3% |
| Admin fee / account holder | $3,757 | $4,305-12.7% | $7,715-51.3% | $6,918-45.7% |