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 | $85,501 | $123,793-30.9% | $177,821-51.9% | $79,858+7.1% |
| Participation rate | 68.5% | 84.7%-16.2pp | 87.7%-19.2pp | 69.6%-1.1pp |
| Annual return | 17.83% | 22.82%-5.0pp | 48.32%-30.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,875 | $4,095-54.2% | $5,918-68.3% | $2,471-24.1% |
| Participant deferral / active EE | $4,908 | $5,956-17.6% | $7,714-36.4% | $3,740+31.2% |
| Admin fee / account holder | $14,661 | $7,243+102.4% | $12,427+18.0% | $5,306+176.3% |