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 | $147,402 | $76,367+93.0% | $93,606+57.5% | $72,985+102.0% |
| Participation rate | 67.2% | 71.7%-4.5pp | 75.8%-8.6pp | 69.5%-2.2pp |
| Annual return | 16.93% | 25.82%-8.9pp | 32.76%-15.8pp | 81.00%-64.1pp |
| Employer contribution / active EE | $798 | $2,275-64.9% | $2,718-70.6% | $2,440-67.3% |
| Participant deferral / active EE | $2,602 | $3,538-26.4% | $4,069-36.0% | $3,607-27.9% |
| Admin fee / account holder | $13,606 | $6,838+99.0% | $7,888+72.5% | $5,124+165.5% |