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 | $76,856 | $39,019+97.0% | $80,716-4.8% | $85,850-10.5% |
| Participation rate | 28.9% | 41.5%-12.7pp | 54.2%-25.3pp | 69.3%-40.4pp |
| Annual return | 13.76% | 26.27%-12.5pp | 87.28%-73.5pp | 318.53%-304.8pp |
| Employer contribution / active EE | $644 | $722-10.8% | $1,160-44.5% | $2,565-74.9% |
| Participant deferral / active EE | $2,429 | $1,326+83.3% | $2,146+13.2% | $3,952-38.5% |
| Admin fee / account holder | $1,338 | $2,431-44.9% | $3,380-60.4% | $6,260-78.6% |