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 | $135,119 | $73,933+82.8% | $96,683+39.8% | $75,163+79.8% |
| Participation rate | 30.4% | 66.4%-36.0pp | 74.3%-43.9pp | 67.2%-36.8pp |
| Annual return | 28.73% | 26.70%+2.0pp | 35.69%-7.0pp | 160.62%-131.9pp |
| Employer contribution / active EE | $1,398 | $2,928-52.3% | $3,737-62.6% | $2,670-47.6% |
| Participant deferral / active EE | $2,452 | $3,659-33.0% | $4,878-49.7% | $4,125-40.6% |
| Admin fee / account holder | $1,351 | $5,216-74.1% | $6,730-79.9% | $5,651-76.1% |