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 8-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 | $141,424 | $74,927+88.7% | $101,794+38.9% | $84,808+66.8% |
| Participation rate | 38.7% | 61.4%-22.7pp | 69.2%-30.5pp | 68.3%-29.6pp |
| Annual return | 16.62% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,932 | $1,522+27.0% | $2,289-15.6% | $2,631-26.6% |
| Participant deferral / active EE | $3,886 | $3,099+25.4% | $4,084-4.8% | $4,212-7.7% |
| Admin fee / account holder | $2,283 | $6,514-65.0% | $8,777-74.0% | $7,344-68.9% |