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 | $133,465 | $81,460+63.8% | $103,333+29.2% | $80,856+65.1% |
| Participation rate | 63.8% | 66.8%-3.0pp | 74.5%-10.7pp | 67.6%-3.8pp |
| Annual return | 13.79% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,236 | $3,105-28.0% | $3,868-42.2% | $2,755-18.8% |
| Participant deferral / active EE | $5,539 | $3,869+43.2% | $5,057+9.5% | $4,296+28.9% |
| Admin fee / account holder | $15,938 | $6,566+142.7% | $8,355+90.8% | $6,918+130.4% |