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 | $152,084 | $58,523+159.9% | $99,443+52.9% | $72,985+108.4% |
| Participation rate | 60.6% | 64.6%-4.0pp | 73.8%-13.2pp | 69.5%-8.9pp |
| Annual return | 26.78% | 28.51%-1.7pp | 30.72%-3.9pp | 81.00%-54.2pp |
| Employer contribution / active EE | $2,280 | $1,512+50.8% | $2,540-10.2% | $2,440-6.5% |
| Participant deferral / active EE | $4,544 | $2,606+74.4% | $3,619+25.6% | $3,607+26.0% |
| Admin fee / account holder | $2,515 | $4,102-38.7% | $6,250-59.8% | $5,124-50.9% |