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 | $143,508 | $81,632+75.8% | $70,449+103.7% | $158,922-9.7% |
| Participation rate | 42.9% | 77.7%-34.9pp | 75.1%-32.2pp | 82.0%-39.1pp |
| Annual return | 21.05% | 208.40%-187.4pp | 109.03%-88.0pp | 302.83%-281.8pp |
| Employer contribution / active EE | $416 | $3,217-87.1% | $2,737-84.8% | $4,761-91.3% |
| Participant deferral / active EE | $1,534 | $4,554-66.3% | $3,709-58.6% | $5,982-74.4% |
| Admin fee / account holder | $1,894 | $6,193-69.4% | $3,845-50.8% | $11,246-83.2% |