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 | $97,234 | $60,022+62.0% | $88,946+9.3% | $84,808+14.7% |
| Participation rate | 35.9% | 57.8%-21.9pp | 68.8%-32.9pp | 68.3%-32.4pp |
| Annual return | 17.61% | 22.43%-4.8pp | 57.82%-40.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $942 | $1,703-44.7% | $2,555-63.1% | $2,631-64.2% |
| Participant deferral / active EE | $2,541 | $3,114-18.4% | $4,581-44.5% | $4,212-39.7% |
| Admin fee / account holder | $10,043 | $4,811+108.8% | $8,261+21.6% | $7,344+36.8% |