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 | $153,197 | $95,266+60.8% | $82,389+85.9% | $142,382+7.6% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.5%-33.2pp | 80.1%-43.8pp |
| Annual return | 11.79% | 25.74%-13.9pp | 28.67%-16.9pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,217 | $2,991-59.3% | $2,517-51.7% | $4,299-71.7% |
| Participant deferral / active EE | $5,843 | $4,809+21.5% | $4,155+40.6% | $6,507-10.2% |
| Admin fee / account holder | $38,062 | $8,563+344.5% | $7,231+426.4% | $12,624+201.5% |