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 | $176,200 | $95,803+83.9% | $113,168+55.7% | $84,808+107.8% |
| Participation rate | 69.2% | 72.9%-3.6pp | 76.6%-7.3pp | 68.3%+0.9pp |
| Annual return | 19.28% | 25.00%-5.7pp | 24.27%-5.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $800 | $2,360-66.1% | $2,975-73.1% | $2,631-69.6% |
| Participant deferral / active EE | $4,421 | $4,242+4.2% | $5,107-13.4% | $4,212+5.0% |
| Admin fee / account holder | $5,561 | $8,989-38.1% | $12,068-53.9% | $7,344-24.3% |