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 | $124,046 | $95,453+30.0% | $112,040+10.7% | $82,448+50.5% |
| Participation rate | 67.3% | 72.8%-5.5pp | 76.5%-9.2pp | 68.1%-0.8pp |
| Annual return | 16.17% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,871 | $2,318+23.9% | $2,954-2.8% | $2,551+12.6% |
| Participant deferral / active EE | $8,264 | $4,224+95.7% | $5,098+62.1% | $4,139+99.7% |
| Admin fee / account holder | $4,076 | $9,013-54.8% | $12,098-66.3% | $7,234-43.7% |