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 | $116,036 | $77,813+49.1% | $123,544-6.1% | $64,186+80.8% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | 9.07% | 12.48%-3.4pp | 119.20%-110.1pp | 7.63%+1.4pp |
| Employer contribution / active EE | $955 | $3,014-68.3% | $4,628-79.4% | $2,381-59.9% |
| Participant deferral / active EE | $6,122 | $5,240+16.8% | $6,426-4.7% | $3,470+76.4% |
| Admin fee / account holder | $70,722 | $5,519+1181.5% | $9,284+661.8% | $4,888+1346.8% |