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 | $80,559 | $88,083-8.5% | $164,813-51.1% | $74,495+8.1% |
| Participation rate | 65.0% | 73.0%-8.0pp | 78.6%-13.6pp | 67.2%-2.2pp |
| Annual return | 22.90% | 17.26%+5.6pp | 69.93%-47.0pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $3,059 | $2,593+18.0% | $4,341-29.5% | $2,623+16.6% |
| Participant deferral / active EE | $7,167 | $4,498+59.3% | $6,031+18.8% | $4,346+64.9% |
| Admin fee / account holder | $20,269 | $2,234+807.4% | $12,690+59.7% | $1,942+943.9% |