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 | $117,819 | $127,065-7.3% | $113,168+4.1% | $142,382-17.3% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 17.97% | 24.03%-6.1pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,410 | $3,442-30.0% | $2,975-19.0% | $4,299-43.9% |
| Participant deferral / active EE | $8,599 | $5,716+50.4% | $5,107+68.4% | $6,507+32.1% |
| Admin fee / account holder | $15,081 | $15,736-4.2% | $12,068+25.0% | $12,624+19.5% |