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 7-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 | $104,867 | $57,016+83.9% | $84,966+23.4% | $80,856+29.7% |
| Participation rate | 45.2% | 56.3%-11.2pp | 67.5%-22.3pp | 67.6%-22.5pp |
| Annual return | 15.92% | 21.66%-5.7pp | 66.38%-50.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $769 | $1,798-57.2% | $2,727-71.8% | $2,755-72.1% |
| Participant deferral / active EE | $4,874 | $3,110+56.7% | $4,519+7.8% | $4,296+13.4% |
| Admin fee / account holder | $8,173 | $4,980+64.1% | $6,149+32.9% | $6,918+18.1% |