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 | $128,802 | $73,787+74.6% | $98,716+30.5% | $82,448+56.2% |
| Participation rate | 52.5% | 61.4%-8.9pp | 69.3%-16.8pp | 68.1%-15.5pp |
| Annual return | 13.87% | 18.57%-4.7pp | 31.81%-17.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,618 | $1,511+7.1% | $2,279-29.0% | $2,551-36.6% |
| Participant deferral / active EE | $3,787 | $3,081+22.9% | $4,048-6.4% | $4,139-8.5% |
| Admin fee / account holder | $5,354 | $6,500-17.6% | $8,703-38.5% | $7,234-26.0% |