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 | $138,445 | $81,446+70.0% | $103,374+33.9% | $80,874+71.2% |
| Participation rate | 57.3% | 66.9%-9.6pp | 74.5%-17.2pp | 67.6%-10.4pp |
| Annual return | 16.76% | 25.57%-8.8pp | 24.89%-8.1pp | 35.62%-18.9pp |
| Employer contribution / active EE | $2,344 | $3,107-24.6% | $3,869-39.4% | $2,756-14.9% |
| Participant deferral / active EE | $4,251 | $3,870+9.8% | $5,058-16.0% | $4,297-1.1% |
| Admin fee / account holder | $978 | $6,715-85.4% | $8,394-88.3% | $6,935-85.9% |