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 | $129,080 | $54,762+135.7% | $90,281+43.0% | $72,985+76.9% |
| Participation rate | 40.0% | 65.1%-25.1pp | 73.3%-33.3pp | 69.5%-29.5pp |
| Annual return | 28.02% | 30.63%-2.6pp | 78.10%-50.1pp | 81.00%-53.0pp |
| Employer contribution / active EE | $2,575 | $2,092+23.1% | $2,854-9.8% | $2,440+5.5% |
| Participant deferral / active EE | $7,668 | $2,887+165.6% | $3,885+97.4% | $3,607+112.6% |
| Admin fee / account holder | $27,984 | $3,972+604.5% | $5,351+423.0% | $5,124+446.1% |