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 | $170,877 | $77,813+119.6% | $123,544+38.3% | $64,186+166.2% |
| Participation rate | 38.7% | 74.7%-36.0pp | 82.3%-43.6pp | 69.6%-30.9pp |
| Annual return | 11.01% | 12.48%-1.5pp | 119.20%-108.2pp | 7.63%+3.4pp |
| Employer contribution / active EE | $1,008 | $3,014-66.6% | $4,628-78.2% | $2,381-57.7% |
| Participant deferral / active EE | $2,741 | $5,240-47.7% | $6,426-57.3% | $3,470-21.0% |
| Admin fee / account holder | $8,409 | $5,519+52.4% | $9,284-9.4% | $4,888+72.0% |