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 | $145,221 | $57,590+152.2% | $86,233+68.4% | $82,448+76.1% |
| Participation rate | 56.3% | 57.9%-1.6pp | 69.0%-12.8pp | 68.1%-11.8pp |
| Annual return | 22.48% | 22.41%+0.1pp | 61.39%-38.9pp | 41.64%-19.2pp |
| Employer contribution / active EE | $4,373 | $1,655+164.2% | $2,504+74.6% | $2,551+71.4% |
| Participant deferral / active EE | $8,162 | $3,080+165.0% | $4,559+79.0% | $4,139+97.2% |
| Admin fee / account holder | $417 | $4,730-91.2% | $8,342-95.0% | $7,234-94.2% |