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 9-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 | $86,863 | $54,541+59.3% | $78,778+10.3% | $70,131+23.9% |
| Participation rate | 51.9% | 60.8%-8.9pp | 69.2%-17.3pp | 69.5%-17.6pp |
| Annual return | 18.90% | 21.07%-2.2pp | 35.62%-16.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,879 | $1,089+72.6% | $1,986-5.4% | $2,342-19.8% |
| Participant deferral / active EE | $3,240 | $2,210+46.6% | $2,958+9.5% | $3,332-2.7% |
| Admin fee / account holder | $894 | $3,709-75.9% | $5,134-82.6% | $4,645-80.7% |