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 | $153,086 | $79,944+91.5% | $98,439+55.5% | $75,163+103.7% |
| Participation rate | 37.2% | 70.4%-33.2pp | 75.2%-38.0pp | 67.2%-30.0pp |
| Annual return | 18.42% | 19.75%-1.3pp | 21.16%-2.7pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,154 | $2,264-49.0% | $3,048-62.1% | $2,670-56.8% |
| Participant deferral / active EE | $2,910 | $3,752-22.4% | $4,738-38.6% | $4,125-29.4% |
| Admin fee / account holder | $5,812 | $6,840-15.0% | $8,948-35.0% | $5,651+2.9% |