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 | $102,039 | $78,926+29.3% | $136,749-25.4% | $84,808+20.3% |
| Participation rate | 58.1% | 62.2%-4.1pp | 72.1%-14.1pp | 68.3%-10.2pp |
| Annual return | 20.21% | 18.17%+2.0pp | 24.33%-4.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,486 | $2,134+16.5% | $3,400-26.9% | $2,631-5.5% |
| Participant deferral / active EE | $6,641 | $3,168+109.6% | $4,692+41.5% | $4,212+57.7% |
| Admin fee / account holder | $790 | $6,369-87.6% | $11,386-93.1% | $7,344-89.2% |