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 6-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 | $225,462 | $81,460+176.8% | $103,333+118.2% | $80,856+178.8% |
| Participation rate | 62.2% | 66.8%-4.7pp | 74.5%-12.3pp | 67.6%-5.5pp |
| Annual return | 13.35% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,180 | $3,105+2.4% | $3,868-17.8% | $2,755+15.4% |
| Participant deferral / active EE | $7,306 | $3,869+88.8% | $5,057+44.5% | $4,296+70.1% |
| Admin fee / account holder | $6,549 | $6,566-0.3% | $8,355-21.6% | $6,918-5.3% |