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 | $81,268 | $77,899+4.3% | $149,673-45.7% | $75,163+8.1% |
| Participation rate | 65.4% | 65.6%-0.2pp | 78.8%-13.4pp | 67.2%-1.8pp |
| Annual return | 23.24% | 31.72%-8.5pp | 134.42%-111.2pp | 160.62%-137.4pp |
| Employer contribution / active EE | $3,023 | $3,137-3.6% | $4,818-37.2% | $2,670+13.2% |
| Participant deferral / active EE | $7,752 | $3,411+127.3% | $5,680+36.5% | $4,125+87.9% |
| Admin fee / account holder | $880 | $5,956-85.2% | $13,210-93.3% | $5,651-84.4% |