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 | $136,459 | $74,927+82.1% | $101,794+34.1% | $84,808+60.9% |
| Participation rate | 43.1% | 61.4%-18.3pp | 69.2%-26.1pp | 68.3%-25.2pp |
| Annual return | 15.95% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,014 | $1,522-33.3% | $2,289-55.7% | $2,631-61.4% |
| Participant deferral / active EE | $2,094 | $3,099-32.4% | $4,084-48.7% | $4,212-50.3% |
| Admin fee / account holder | $3,552 | $6,514-45.5% | $8,777-59.5% | $7,344-51.6% |