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 | $91,800 | $65,041+41.1% | $90,951+0.9% | $79,858+15.0% |
| Participation rate | 48.3% | 61.6%-13.3pp | 69.0%-20.7pp | 69.6%-21.4pp |
| Annual return | 12.47% | 30.45%-18.0pp | 134.60%-122.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,612 | $1,247+29.2% | $2,122-24.0% | $2,471-34.8% |
| Participant deferral / active EE | $2,868 | $2,512+14.2% | $3,373-15.0% | $3,740-23.3% |
| Admin fee / account holder | $7,979 | $4,536+75.9% | $5,959+33.9% | $5,306+50.4% |