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 | $82,592 | $100,923-18.2% | $150,045-45.0% | $74,304+11.2% |
| Participation rate | 66.4% | 70.1%-3.7pp | 82.3%-16.0pp | 60.3%+6.0pp |
| Annual return | 23.28% | 51.77%-28.5pp | 62.55%-39.3pp | 29.43%-6.2pp |
| Employer contribution / active EE | $3,354 | $3,463-3.2% | $4,693-28.5% | $2,241+49.7% |
| Participant deferral / active EE | $8,169 | $6,709+21.8% | $7,997+2.2% | $3,767+116.8% |
| Admin fee / account holder | $4,050 | $2,767+46.4% | $13,435-69.9% | $2,969+36.4% |