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 | $124,046 | $95,803+29.5% | $113,168+9.6% | $84,808+46.3% |
| Participation rate | 67.3% | 72.9%-5.6pp | 76.6%-9.3pp | 68.3%-1.0pp |
| Annual return | 16.17% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,871 | $2,360+21.7% | $2,975-3.5% | $2,631+9.1% |
| Participant deferral / active EE | $8,264 | $4,242+94.8% | $5,107+61.8% | $4,212+96.2% |
| Admin fee / account holder | $4,076 | $8,989-54.6% | $12,068-66.2% | $7,344-44.5% |