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 | $148,363 | $81,460+82.1% | $103,333+43.6% | $80,856+83.5% |
| Participation rate | 53.2% | 66.8%-13.7pp | 74.5%-21.3pp | 67.6%-14.4pp |
| Annual return | 20.29% | 25.55%-5.3pp | 24.88%-4.6pp | 35.59%-15.3pp |
| Employer contribution / active EE | $1,881 | $3,105-39.4% | $3,868-51.4% | $2,755-31.7% |
| Participant deferral / active EE | $5,996 | $3,869+55.0% | $5,057+18.6% | $4,296+39.6% |
| Admin fee / account holder | $1,637 | $6,566-75.1% | $8,355-80.4% | $6,918-76.3% |