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 8-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 | $81,294 | $127,065-36.0% | $113,168-28.2% | $142,382-42.9% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 17.87% | 24.03%-6.2pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,411 | $3,442-30.0% | $2,975-19.0% | $4,299-43.9% |
| Participant deferral / active EE | $5,175 | $5,716-9.5% | $5,107+1.3% | $6,507-20.5% |
| Admin fee / account holder | $456 | $15,736-97.1% | $12,068-96.2% | $12,624-96.4% |