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 | $188,083 | $152,587+23.3% | $125,175+50.3% | $152,861+23.0% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 21.69% | 54.84%-33.2pp | 43.79%-22.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,957 | $4,946-60.4% | $3,865-49.4% | $4,762-58.9% |
| Participant deferral / active EE | $4,960 | $5,868-15.5% | $4,937+0.5% | $5,850-15.2% |
| Admin fee / account holder | $1,118 | $13,434-91.7% | $9,702-88.5% | $11,596-90.4% |