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 | $135,169 | $214,378-36.9% | $200,582-32.6% | $142,382-5.1% |
| Participation rate | 69.2% | 87.4%-18.2pp | 86.9%-17.7pp | 80.1%-10.9pp |
| Annual return | 18.42% | 46.41%-28.0pp | 42.33%-23.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $6,983 | $6,841+2.1% | $6,419+8.8% | $4,299+62.4% |
| Participant deferral / active EE | $5,610 | $9,865-43.1% | $9,331-39.9% | $6,507-13.8% |
| Admin fee / account holder | $455 | $17,692-97.4% | $16,305-97.2% | $12,624-96.4% |