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 | $57,312 | $48,230+18.8% | $67,502-15.1% | $80,856-29.1% |
| Participation rate | 62.1% | 66.4%-4.3pp | 72.9%-10.8pp | 67.6%-5.6pp |
| Annual return | 14.89% | 18.28%-3.4pp | 3512.12%-3497.2pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,738 | $2,020+35.5% | $2,731+0.2% | $2,755-0.6% |
| Participant deferral / active EE | $4,726 | $2,924+61.6% | $4,000+18.1% | $4,296+10.0% |
| Admin fee / account holder | $3,655 | $3,681-0.7% | $3,998-8.6% | $6,918-47.2% |