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 | $122,297 | $106,515+14.8% | $96,683+26.5% | $139,434-12.3% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 14.94% | 38.43%-23.5pp | 35.69%-20.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,085 | $4,103-73.5% | $3,737-71.0% | $4,751-77.2% |
| Participant deferral / active EE | $7,114 | $5,454+30.4% | $4,878+45.8% | $6,710+6.0% |
| Admin fee / account holder | $1,755 | $7,877-77.7% | $6,730-73.9% | $11,403-84.6% |