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 8-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 | $97,763 | $80,138+22.0% | $130,231-24.9% | $71,457+36.8% |
| Participation rate | 27.2% | 71.0%-43.8pp | 76.3%-49.1pp | 67.9%-40.7pp |
| Annual return | 17.93% | 16.81%+1.1pp | 38.77%-20.8pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,495 | $2,834-47.2% | $4,126-63.8% | $2,588-42.2% |
| Participant deferral / active EE | $2,155 | $4,641-53.6% | $6,799-68.3% | $4,289-49.8% |
| Admin fee / account holder | $1,338 | $1,035+29.3% | $6,020-77.8% | $1,587-15.7% |