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 | $110,448 | $106,515+3.7% | $96,683+14.2% | $139,434-20.8% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.7pp |
| Annual return | 17.90% | 38.43%-20.5pp | 35.69%-17.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,474 | $4,103-64.1% | $3,737-60.6% | $4,751-69.0% |
| Participant deferral / active EE | $5,386 | $5,454-1.3% | $4,878+10.4% | $6,710-19.7% |
| Admin fee / account holder | $1,253 | $7,877-84.1% | $6,730-81.4% | $11,403-89.0% |