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 | $150,414 | $95,803+57.0% | $113,168+32.9% | $84,808+77.4% |
| Participation rate | 59.8% | 72.9%-13.1pp | 76.6%-16.8pp | 68.3%-8.5pp |
| Annual return | 16.36% | 25.00%-8.6pp | 24.27%-7.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,081 | $2,360-11.8% | $2,975-30.1% | $2,631-20.9% |
| Participant deferral / active EE | $4,437 | $4,242+4.6% | $5,107-13.1% | $4,212+5.4% |
| Admin fee / account holder | $4,669 | $8,989-48.1% | $12,068-61.3% | $7,344-36.4% |