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 | $87,930 | $72,012+22.1% | $185,823-52.7% | $79,858+10.1% |
| Participation rate | 56.8% | 65.8%-8.9pp | 78.0%-21.2pp | 69.6%-12.8pp |
| Annual return | 17.01% | 23.12%-6.1pp | 35.95%-18.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $589 | $1,965-70.0% | $4,087-85.6% | $2,471-76.2% |
| Participant deferral / active EE | $2,496 | $3,779-33.9% | $5,632-55.7% | $3,740-33.3% |
| Admin fee / account holder | $2,779 | $4,513-38.4% | $9,500-70.7% | $5,306-47.6% |