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 | $91,320 | $45,312+101.5% | $86,233+5.9% | $67,986+34.3% |
| Participation rate | 14.9% | 42.4%-27.5pp | 69.0%-54.1pp | 57.2%-42.3pp |
| Annual return | 14.10% | 24.79%-10.7pp | 61.39%-47.3pp | 31.67%-17.6pp |
| Employer contribution / active EE | $382 | $1,160-67.1% | $2,504-84.8% | $2,019-81.1% |
| Participant deferral / active EE | $897 | $2,185-58.9% | $4,559-80.3% | $3,358-73.3% |
| Admin fee / account holder | $2,171 | $3,295-34.1% | $8,342-74.0% | $3,203-32.2% |