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 | $128,785 | $177,572-27.5% | $154,803-16.8% | $142,382-9.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 16.48% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,025 | $4,810-37.1% | $4,305-29.7% | $4,299-29.6% |
| Participant deferral / active EE | $10,148 | $6,272+61.8% | $5,540+83.2% | $6,507+56.0% |
| Admin fee / account holder | $2,175 | $16,786-87.0% | $14,329-84.8% | $12,624-82.8% |