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 7-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 | $123,347 | $51,175+141.0% | $70,515+74.9% | $75,163+64.1% |
| Participation rate | 48.6% | 60.9%-12.4pp | 68.3%-19.8pp | 67.2%-18.6pp |
| Annual return | 17.16% | 30.02%-12.9pp | 32.77%-15.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,263 | $1,826-30.8% | $2,973-57.5% | $2,670-52.7% |
| Participant deferral / active EE | $2,608 | $2,849-8.5% | $4,567-42.9% | $4,125-36.8% |
| Admin fee / account holder | $5,519 | $4,091+34.9% | $6,412-13.9% | $5,651-2.3% |