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 | $101,622 | $74,927+35.6% | $101,794-0.2% | $84,808+19.8% |
| Participation rate | 53.2% | 61.4%-8.2pp | 69.2%-16.0pp | 68.3%-15.1pp |
| Annual return | 14.19% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $989 | $1,522-35.0% | $2,289-56.8% | $2,631-62.4% |
| Participant deferral / active EE | $3,942 | $3,099+27.2% | $4,084-3.5% | $4,212-6.4% |
| Admin fee / account holder | $9,228 | $6,514+41.7% | $8,777+5.1% | $7,344+25.7% |