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 | $110,349 | $73,933+49.3% | $96,683+14.1% | $75,163+46.8% |
| Participation rate | 34.6% | 66.4%-31.8pp | 74.3%-39.7pp | 67.2%-32.6pp |
| Annual return | 17.73% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,504 | $2,928-48.6% | $3,737-59.7% | $2,670-43.7% |
| Participant deferral / active EE | $2,708 | $3,659-26.0% | $4,878-44.5% | $4,125-34.4% |
| Admin fee / account holder | $41,253 | $5,216+690.9% | $6,730+513.0% | $5,651+630.0% |