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 | $189,291 | $78,705+140.5% | $117,854+60.6% | $70,131+169.9% |
| Participation rate | 54.1% | 73.2%-19.1pp | 79.7%-25.6pp | 69.5%-15.5pp |
| Annual return | 17.87% | 23.30%-5.4pp | 335.08%-317.2pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,801 | $2,223-19.0% | $3,786-52.4% | $2,342-23.1% |
| Participant deferral / active EE | $4,562 | $3,297+38.3% | $4,482+1.8% | $3,332+36.9% |
| Admin fee / account holder | $411 | $5,065-91.9% | $8,020-94.9% | $4,645-91.2% |