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 | $105,448 | $71,050+48.4% | $93,606+12.7% | $80,856+30.4% |
| Participation rate | 35.9% | 60.4%-24.5pp | 68.7%-32.8pp | 67.6%-31.7pp |
| Annual return | 11.87% | 11.26%+0.6pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,768 | $1,564+13.0% | $2,420-26.9% | $2,755-35.8% |
| Participant deferral / active EE | $3,915 | $4,034-2.9% | $4,411-11.2% | $4,296-8.9% |
| Admin fee / account holder | $3,467 | $6,945-50.1% | $8,285-58.2% | $6,918-49.9% |