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 | $123,080 | $95,803+28.5% | $113,168+8.8% | $84,808+45.1% |
| Participation rate | 68.6% | 72.9%-4.3pp | 76.6%-8.0pp | 68.3%+0.3pp |
| Annual return | 14.45% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,154 | $2,360-8.7% | $2,975-27.6% | $2,631-18.1% |
| Participant deferral / active EE | $6,919 | $4,242+63.1% | $5,107+35.5% | $4,212+64.3% |
| Admin fee / account holder | $9,080 | $8,989+1.0% | $12,068-24.8% | $7,344+23.6% |