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 5-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 | $173,012 | $177,572-2.6% | $154,803+11.8% | $142,382+21.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 15.43% | 65.07%-49.6pp | 58.88%-43.5pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,506 | $4,810-27.1% | $4,305-18.6% | $4,299-18.5% |
| Participant deferral / active EE | $9,776 | $6,272+55.9% | $5,540+76.4% | $6,507+50.2% |
| Admin fee / account holder | $1,644 | $16,786-90.2% | $14,329-88.5% | $12,624-87.0% |