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 | $213,047 | $117,983+80.6% | $101,794+109.3% | $142,382+49.6% |
| Participation rate | 27.3% | 74.2%-47.0pp | 69.2%-41.9pp | 80.1%-52.8pp |
| Annual return | 12.29% | 36.92%-24.6pp | 30.53%-18.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,578 | $2,773-43.1% | $2,289-31.1% | $4,299-63.3% |
| Participant deferral / active EE | $7,375 | $4,714+56.5% | $4,084+80.6% | $6,507+13.3% |
| Admin fee / account holder | $3,448 | $10,433-67.0% | $8,777-60.7% | $12,624-72.7% |