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 | $180,034 | $80,968+122.4% | $96,544+86.5% | $75,163+139.5% |
| Participation rate | 65.8% | 71.8%-6.0pp | 76.0%-10.2pp | 67.2%-1.4pp |
| Annual return | 13.51% | 27.06%-13.6pp | 25.84%-12.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $3,476 | $2,282+52.3% | $2,965+17.2% | $2,670+30.2% |
| Participant deferral / active EE | $9,746 | $3,928+148.1% | $4,851+100.9% | $4,125+136.3% |
| Admin fee / account holder | $4,056 | $6,724-39.7% | $8,252-50.8% | $5,651-28.2% |