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 | $85,988 | $64,480+33.4% | $81,382+5.7% | $80,856+6.3% |
| Participation rate | 51.5% | 63.9%-12.4pp | 69.5%-18.0pp | 67.6%-16.1pp |
| Annual return | 16.25% | 16.34%-0.1pp | 24.73%-8.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,529 | $1,978-22.7% | $2,463-37.9% | $2,755-44.5% |
| Participant deferral / active EE | $2,419 | $3,094-21.8% | $3,883-37.7% | $4,296-43.7% |
| Admin fee / account holder | $5,317 | $5,671-6.2% | $5,768-7.8% | $6,918-23.1% |