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 | $155,359 | $109,413+42.0% | $156,263-0.6% | $84,808+83.2% |
| Participation rate | 47.1% | 72.7%-25.6pp | 78.9%-31.8pp | 68.3%-21.3pp |
| Annual return | 17.26% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $5,153 | $2,907+77.3% | $4,333+18.9% | $2,631+95.8% |
| Participant deferral / active EE | $6,980 | $4,590+52.1% | $6,158+13.3% | $4,212+65.7% |
| Admin fee / account holder | $13,428 | $9,357+43.5% | $14,255-5.8% | $7,344+82.8% |