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 7-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 | $92,456 | $99,877-7.4% | $84,966+8.8% | $145,922-36.6% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.6pp | 80.3%-37.4pp |
| Annual return | 16.41% | 83.76%-67.3pp | 66.38%-50.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,109 | $3,231-3.8% | $2,727+14.0% | $4,660-33.3% |
| Participant deferral / active EE | $4,339 | $5,291-18.0% | $4,519-4.0% | $6,688-35.1% |
| Admin fee / account holder | $351 | $7,248-95.2% | $6,149-94.3% | $13,397-97.4% |