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 | $161,482 | $80,968+99.4% | $96,544+67.3% | $75,163+114.8% |
| Participation rate | 59.5% | 71.8%-12.2pp | 76.0%-16.4pp | 67.2%-7.7pp |
| Annual return | 22.29% | 27.06%-4.8pp | 25.84%-3.5pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,816 | $2,282-20.4% | $2,965-38.7% | $2,670-32.0% |
| Participant deferral / active EE | $4,814 | $3,928+22.6% | $4,851-0.8% | $4,125+16.7% |
| Admin fee / account holder | $7,860 | $6,724+16.9% | $8,252-4.8% | $5,651+39.1% |