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 | $150,293 | $80,968+85.6% | $96,544+55.7% | $75,163+100.0% |
| Participation rate | 67.3% | 71.8%-4.4pp | 76.0%-8.6pp | 67.2%+0.2pp |
| Annual return | 14.92% | 27.06%-12.1pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,709 | $2,282+18.7% | $2,965-8.6% | $2,670+1.5% |
| Participant deferral / active EE | $4,717 | $3,928+20.1% | $4,851-2.8% | $4,125+14.3% |
| Admin fee / account holder | $4,099 | $6,724-39.0% | $8,252-50.3% | $5,651-27.5% |