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 | $91,865 | $80,717+13.8% | $154,803-40.7% | $84,808+8.3% |
| Participation rate | 61.3% | 66.8%-5.5pp | 78.1%-16.8pp | 68.3%-7.0pp |
| Annual return | 14.16% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,609 | $2,761+30.7% | $4,305-16.2% | $2,631+37.2% |
| Participant deferral / active EE | $6,245 | $3,303+89.0% | $5,540+12.7% | $4,212+48.3% |
| Admin fee / account holder | $1,908 | $6,746-71.7% | $14,329-86.7% | $7,344-74.0% |