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 | $139,913 | $106,749+31.1% | $145,433-3.8% | $82,448+69.7% |
| Participation rate | 68.2% | 75.6%-7.5pp | 82.1%-13.9pp | 68.1%+0.1pp |
| Annual return | 14.70% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,053 | $3,444-40.4% | $4,554-54.9% | $2,551-19.5% |
| Participant deferral / active EE | $7,147 | $6,519+9.6% | $7,897-9.5% | $4,139+72.7% |
| Admin fee / account holder | $3,819 | $8,390-54.5% | $13,129-70.9% | $7,234-47.2% |