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 | $74,927+71.9% | $101,794+26.5% | $84,808+51.9% |
| Participation rate | 52.5% | 61.4%-8.9pp | 69.2%-16.6pp | 68.3%-15.8pp |
| Annual return | 13.87% | 18.70%-4.8pp | 30.53%-16.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,618 | $1,522+6.3% | $2,289-29.3% | $2,631-38.5% |
| Participant deferral / active EE | $3,787 | $3,099+22.2% | $4,084-7.3% | $4,212-10.1% |
| Admin fee / account holder | $5,354 | $6,514-17.8% | $8,777-39.0% | $7,344-27.1% |