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 8-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 | $113,078 | $90,745+24.6% | $130,231-13.2% | $75,163+50.4% |
| Participation rate | 44.3% | 71.1%-26.8pp | 76.3%-32.0pp | 67.2%-22.9pp |
| Annual return | 18.01% | 34.45%-16.4pp | 38.77%-20.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,215 | $3,314-63.3% | $4,126-70.5% | $2,670-54.5% |
| Participant deferral / active EE | $2,096 | $5,362-60.9% | $6,799-69.2% | $4,125-49.2% |
| Admin fee / account holder | $4,533 | $6,331-28.4% | $6,020-24.7% | $5,651-19.8% |