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 | $97,840 | $77,503+26.2% | $100,391-2.5% | $80,856+21.0% |
| Participation rate | 56.8% | 76.9%-20.2pp | 81.5%-24.7pp | 67.6%-10.9pp |
| Annual return | 14.34% | 37.20%-22.9pp | 49.20%-34.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,745 | $2,801-37.7% | $3,942-55.7% | $2,755-36.7% |
| Participant deferral / active EE | $3,356 | $6,820-50.8% | $8,082-58.5% | $4,296-21.9% |
| Admin fee / account holder | $9,011 | $5,897+52.8% | $7,899+14.1% | $6,918+30.3% |