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 6-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 | $182,198 | $106,515+71.1% | $96,683+88.4% | $139,434+30.7% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 20.10% | 38.43%-18.3pp | 35.69%-15.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,376 | $4,103-42.1% | $3,737-36.4% | $4,751-50.0% |
| Participant deferral / active EE | $6,136 | $5,454+12.5% | $4,878+25.8% | $6,710-8.6% |
| Admin fee / account holder | $13,029 | $7,877+65.4% | $6,730+93.6% | $11,403+14.3% |