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 | $64,348 | $80,724-20.3% | $103,333-37.7% | $74,495-13.6% |
| Participation rate | 66.3% | 65.7%+0.7pp | 74.5%-8.2pp | 67.2%-0.9pp |
| Annual return | 12.25% | 27.56%-15.3pp | 24.88%-12.6pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $3,071 | $3,157-2.7% | $3,868-20.6% | $2,623+17.1% |
| Participant deferral / active EE | $2,678 | $3,860-30.6% | $5,057-47.0% | $4,346-38.4% |
| Admin fee / account holder | $3,767 | $2,368+59.1% | $8,355-54.9% | $1,942+94.0% |