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 7-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 | $99,056 | $51,175+93.6% | $70,515+40.5% | $75,163+31.8% |
| Participation rate | 55.8% | 60.9%-5.1pp | 68.3%-12.5pp | 67.2%-11.4pp |
| Annual return | 22.17% | 30.02%-7.9pp | 32.77%-10.6pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,031 | $1,826-43.5% | $2,973-65.3% | $2,670-61.4% |
| Participant deferral / active EE | $3,937 | $2,849+38.2% | $4,567-13.8% | $4,125-4.6% |
| Admin fee / account holder | $4,483 | $4,091+9.6% | $6,412-30.1% | $5,651-20.7% |