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 | $92,016 | $54,762+68.0% | $90,281+1.9% | $72,985+26.1% |
| Participation rate | 13.8% | 65.1%-51.4pp | 73.3%-59.5pp | 69.5%-55.7pp |
| Annual return | 26.21% | 30.63%-4.4pp | 78.10%-51.9pp | 81.00%-54.8pp |
| Employer contribution / active EE | $691 | $2,092-67.0% | $2,854-75.8% | $2,440-71.7% |
| Participant deferral / active EE | $1,246 | $2,887-56.8% | $3,885-67.9% | $3,607-65.5% |
| Admin fee / account holder | $6,029 | $3,972+51.8% | $5,351+12.7% | $5,124+17.6% |