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 | $80,377 | $51,175+57.1% | $70,515+14.0% | $75,163+6.9% |
| Participation rate | 48.6% | 60.9%-12.3pp | 68.3%-19.7pp | 67.2%-18.5pp |
| Annual return | 18.73% | 30.02%-11.3pp | 32.77%-14.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,069 | $1,826+13.3% | $2,973-30.4% | $2,670-22.5% |
| Participant deferral / active EE | $5,102 | $2,849+79.1% | $4,567+11.7% | $4,125+23.7% |
| Admin fee / account holder | $2,034 | $4,091-50.3% | $6,412-68.3% | $5,651-64.0% |