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 | $51,036 | $89,753-43.1% | $107,525-52.5% | $84,808-39.8% |
| Participation rate | 51.6% | 68.1%-16.4pp | 75.1%-23.5pp | 68.3%-16.7pp |
| Annual return | 20.58% | 29.48%-8.9pp | 181.32%-160.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $3,915 | $3,113+25.8% | $3,754+4.3% | $2,631+48.8% |
| Participant deferral / active EE | $4,959 | $4,056+22.3% | $5,116-3.1% | $4,212+17.7% |
| Admin fee / account holder | $7,868 | $7,222+8.9% | $8,919-11.8% | $7,344+7.1% |