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 | $89,129 | $93,571-4.7% | $135,903-34.4% | $75,163+18.6% |
| Participation rate | 66.1% | 75.2%-9.1pp | 81.9%-15.8pp | 67.2%-1.1pp |
| Annual return | 15.98% | 30.90%-14.9pp | 68.23%-52.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,636 | $3,537+2.8% | $4,856-25.1% | $2,670+36.2% |
| Participant deferral / active EE | $8,178 | $6,404+27.7% | $7,758+5.4% | $4,125+98.3% |
| Admin fee / account holder | $11,153 | $6,975+59.9% | $10,762+3.6% | $5,651+97.4% |