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 | $115,761 | $81,208+42.5% | $98,907+17.0% | $79,858+45.0% |
| Participation rate | 60.7% | 72.5%-11.8pp | 76.0%-15.3pp | 69.6%-8.9pp |
| Annual return | 21.32% | 60.99%-39.7pp | 196.43%-175.1pp | 31.71%-10.4pp |
| Employer contribution / active EE | $544 | $1,960-72.2% | $2,689-79.8% | $2,471-78.0% |
| Participant deferral / active EE | $2,971 | $3,265-9.0% | $4,244-30.0% | $3,740-20.6% |
| Admin fee / account holder | $1,566 | $6,013-74.0% | $6,642-76.4% | $5,306-70.5% |