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 | $211,068 | $58,851+258.6% | $115,157+83.3% | $72,985+189.2% |
| Participation rate | 65.4% | 65.5%-0.2pp | 75.9%-10.5pp | 69.5%-4.1pp |
| Annual return | 18.86% | 23.16%-4.3pp | 35.60%-16.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,443 | $1,798-19.8% | $3,179-54.6% | $2,440-40.9% |
| Participant deferral / active EE | $4,520 | $2,643+71.0% | $4,168+8.4% | $3,607+25.3% |
| Admin fee / account holder | $1,146 | $6,370-82.0% | $7,088-83.8% | $5,124-77.6% |