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 6-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 | $160,671 | $109,881+46.2% | $150,045+7.1% | $84,808+89.5% |
| Participation rate | 62.1% | 76.1%-14.0pp | 82.3%-20.3pp | 68.3%-6.2pp |
| Annual return | 30.58% | 28.25%+2.3pp | 62.55%-32.0pp | 40.90%-10.3pp |
| Employer contribution / active EE | $2,194 | $3,561-38.4% | $4,693-53.3% | $2,631-16.6% |
| Participant deferral / active EE | $7,369 | $6,636+11.0% | $7,997-7.9% | $4,212+75.0% |
| Admin fee / account holder | $729 | $8,568-91.5% | $13,435-94.6% | $7,344-90.1% |