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 | $59,137 | $48,750+21.3% | $88,946-33.5% | $74,304-20.4% |
| Participation rate | 56.5% | 44.5%+12.0pp | 68.8%-12.3pp | 60.3%-3.8pp |
| Annual return | 18.81% | 25.91%-7.1pp | 57.82%-39.0pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,422 | $1,255+13.3% | $2,555-44.3% | $2,241-36.6% |
| Participant deferral / active EE | $3,077 | $2,423+27.0% | $4,581-32.8% | $3,767-18.3% |
| Admin fee / account holder | $605 | $3,756-83.9% | $8,261-92.7% | $2,969-79.6% |