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 | $121,566 | $91,037+33.5% | $71,671+69.6% | $147,584-17.6% |
| Participation rate | 61.9% | 76.1%-14.2pp | 68.7%-6.8pp | 82.8%-20.9pp |
| Annual return | 16.22% | 20.48%-4.3pp | 20.65%-4.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,809 | $3,327-45.6% | $2,460-26.4% | $4,876-62.9% |
| Participant deferral / active EE | $4,219 | $4,498-6.2% | $3,438+22.7% | $5,439-22.4% |
| Admin fee / account holder | $3,100 | $8,613-64.0% | $5,558-44.2% | $10,885-71.5% |