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 | $88,520 | $81,248+9.0% | $155,509-43.1% | $80,856+9.5% |
| Participation rate | 63.3% | 66.2%-2.9pp | 78.2%-14.9pp | 67.6%-4.3pp |
| Annual return | 15.96% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,514 | $3,100-18.9% | $4,672-46.2% | $2,755-8.7% |
| Participant deferral / active EE | $5,942 | $3,452+72.2% | $5,626+5.6% | $4,296+38.3% |
| Admin fee / account holder | $11,852 | $7,997+48.2% | $15,912-25.5% | $6,918+71.3% |