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 | $113,054 | $54,762+106.4% | $90,281+25.2% | $72,985+54.9% |
| Participation rate | 65.5% | 65.1%+0.4pp | 73.3%-7.8pp | 69.5%-4.0pp |
| Annual return | 26.17% | 30.63%-4.5pp | 78.10%-51.9pp | 81.00%-54.8pp |
| Employer contribution / active EE | $430 | $2,092-79.4% | $2,854-84.9% | $2,440-82.4% |
| Participant deferral / active EE | $2,069 | $2,887-28.4% | $3,885-46.8% | $3,607-42.7% |
| Admin fee / account holder | $5,228 | $3,972+31.6% | $5,351-2.3% | $5,124+2.0% |