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 | $121,095 | $79,944+51.5% | $98,439+23.0% | $75,163+61.1% |
| Participation rate | 57.8% | 70.4%-12.6pp | 75.2%-17.4pp | 67.2%-9.4pp |
| Annual return | 19.66% | 19.75%-0.1pp | 21.16%-1.5pp | 160.62%-141.0pp |
| Employer contribution / active EE | $781 | $2,264-65.5% | $3,048-74.4% | $2,670-70.8% |
| Participant deferral / active EE | $4,563 | $3,752+21.6% | $4,738-3.7% | $4,125+10.6% |
| Admin fee / account holder | $10,148 | $6,840+48.4% | $8,948+13.4% | $5,651+79.6% |