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 | $115,511 | $117,983-2.1% | $101,794+13.5% | $142,382-18.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 18.15% | 36.92%-18.8pp | 30.53%-12.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,032 | $2,773-26.7% | $2,289-11.2% | $4,299-52.7% |
| Participant deferral / active EE | $3,454 | $4,714-26.7% | $4,084-15.4% | $6,507-46.9% |
| Admin fee / account holder | $939 | $10,433-91.0% | $8,777-89.3% | $12,624-92.6% |