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 | $60,022+141.9% | $88,946+63.3% | $84,808+71.2% |
| Participation rate | 56.3% | 57.8%-1.6pp | 68.8%-12.6pp | 68.3%-12.1pp |
| Annual return | 22.48% | 22.43%+0.1pp | 57.82%-35.3pp | 40.90%-18.4pp |
| Employer contribution / active EE | $4,373 | $1,703+156.8% | $2,555+71.1% | $2,631+66.2% |
| Participant deferral / active EE | $8,162 | $3,114+162.1% | $4,581+78.2% | $4,212+93.8% |
| Admin fee / account holder | $417 | $4,811-91.3% | $8,261-94.9% | $7,344-94.3% |