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 6-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 | $109,547 | $110,257-0.6% | $96,544+13.5% | $139,434-21.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 24.65% | 26.32%-1.7pp | 25.84%-1.2pp | 372.94%-348.3pp |
| Employer contribution / active EE | $3,755 | $3,620+3.7% | $2,965+26.6% | $4,751-21.0% |
| Participant deferral / active EE | $11,250 | $5,548+102.8% | $4,851+131.9% | $6,710+67.7% |
| Admin fee / account holder | $1,589 | $11,591-86.3% | $8,252-80.8% | $11,403-86.1% |