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 | $72,101 | $85,022-15.2% | $70,515+2.2% | $139,434-48.3% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 18.43% | 30.38%-11.9pp | 32.77%-14.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,448 | $3,909-11.8% | $2,973+15.9% | $4,751-27.4% |
| Participant deferral / active EE | $8,308 | $5,890+41.0% | $4,567+81.9% | $6,710+23.8% |
| Admin fee / account holder | $19,014 | $8,906+113.5% | $6,412+196.5% | $11,403+66.7% |