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 | $137,681 | $35,183+291.3% | $73,545+87.2% | $70,131+96.3% |
| Participation rate | 66.1% | 42.9%+23.2pp | 54.9%+11.2pp | 69.5%-3.4pp |
| Annual return | 16.27% | 26.90%-10.6pp | -15.16%+31.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,439 | $709+103.1% | $1,219+18.1% | $2,342-38.6% |
| Participant deferral / active EE | $5,156 | $1,220+322.7% | $1,806+185.5% | $3,332+54.8% |
| Admin fee / account holder | $5,313 | $2,302+130.8% | $2,320+129.1% | $4,645+14.4% |