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 | $218,704 | $78,672+178.0% | $109,143+100.4% | $85,850+154.8% |
| Participation rate | 52.5% | 68.3%-15.8pp | 75.9%-23.4pp | 69.3%-16.8pp |
| Annual return | 25.90% | 25.09%+0.8pp | 25.75%+0.2pp | 318.53%-292.6pp |
| Employer contribution / active EE | $1,571 | $2,735-42.5% | $3,722-57.8% | $2,565-38.7% |
| Participant deferral / active EE | $6,503 | $3,467+87.5% | $4,653+39.8% | $3,952+64.6% |
| Admin fee / account holder | $14,344 | $5,469+162.3% | $6,752+112.4% | $6,260+129.1% |