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 | $76,507 | $81,460-6.1% | $103,333-26.0% | $80,856-5.4% |
| Participation rate | 48.1% | 66.8%-18.7pp | 74.5%-26.4pp | 67.6%-19.5pp |
| Annual return | 12.63% | 25.55%-12.9pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,634 | $3,105-15.2% | $3,868-31.9% | $2,755-4.4% |
| Participant deferral / active EE | $5,340 | $3,869+38.0% | $5,057+5.6% | $4,296+24.3% |
| Admin fee / account holder | $381 | $6,566-94.2% | $8,355-95.4% | $6,918-94.5% |