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 | $118,881 | $109,881+8.2% | $150,045-20.8% | $84,808+40.2% |
| Participation rate | 50.0% | 76.1%-26.1pp | 82.3%-32.3pp | 68.3%-18.3pp |
| Annual return | 19.87% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,679 | $3,561+3.3% | $4,693-21.6% | $2,631+39.8% |
| Participant deferral / active EE | $7,454 | $6,636+12.3% | $7,997-6.8% | $4,212+77.0% |
| Admin fee / account holder | $3,786 | $8,568-55.8% | $13,435-71.8% | $7,344-48.4% |