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 | $135,833 | $86,929+56.3% | $102,423+32.6% | $80,856+68.0% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-20.9pp | 67.6%-12.1pp |
| Annual return | 11.12% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $927 | $2,369-60.9% | $3,023-69.3% | $2,755-66.3% |
| Participant deferral / active EE | $3,276 | $4,118-20.5% | $5,053-35.2% | $4,296-23.7% |
| Admin fee / account holder | $3,060 | $8,049-62.0% | $9,451-67.6% | $6,918-55.8% |