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 | $39,707 | $70,428-43.6% | $96,562-58.9% | $85,850-53.7% |
| Participation rate | 60.0% | 61.8%-1.8pp | 69.8%-9.8pp | 69.3%-9.3pp |
| Annual return | 20.71% | 18.59%+2.1pp | 37.78%-17.1pp | 318.53%-297.8pp |
| Employer contribution / active EE | $2,723 | $1,413+92.7% | $2,356+15.5% | $2,565+6.1% |
| Participant deferral / active EE | $4,082 | $2,894+41.1% | $3,849+6.1% | $3,952+3.3% |
| Admin fee / account holder | $3,244 | $4,997-35.1% | $6,181-47.5% | $6,260-48.2% |