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 | $146,155 | $95,803+52.6% | $113,168+29.1% | $84,808+72.3% |
| Participation rate | 53.1% | 72.9%-19.7pp | 76.6%-23.4pp | 68.3%-15.2pp |
| Annual return | 17.52% | 25.00%-7.5pp | 24.27%-6.7pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,299 | $2,360-45.0% | $2,975-56.3% | $2,631-50.6% |
| Participant deferral / active EE | $3,423 | $4,242-19.3% | $5,107-33.0% | $4,212-18.7% |
| Admin fee / account holder | $6,495 | $8,989-27.7% | $12,068-46.2% | $7,344-11.6% |