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 | $129,381 | $76,367+69.4% | $93,606+38.2% | $72,985+77.3% |
| Participation rate | 46.2% | 71.7%-25.6pp | 75.8%-29.7pp | 69.5%-23.3pp |
| Annual return | 20.37% | 25.82%-5.4pp | 32.76%-12.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,325 | $2,275-41.7% | $2,718-51.2% | $2,440-45.7% |
| Participant deferral / active EE | $3,580 | $3,538+1.2% | $4,069-12.0% | $3,607-0.8% |
| Admin fee / account holder | $3,235 | $6,838-52.7% | $7,888-59.0% | $5,124-36.9% |