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 | $90,502 | $57,057+58.6% | $85,009+6.5% | $80,874+11.9% |
| Participation rate | 26.7% | 56.4%-29.7pp | 67.5%-40.8pp | 67.6%-41.0pp |
| Annual return | 13.01% | 21.66%-8.7pp | 66.47%-53.5pp | 35.62%-22.6pp |
| Employer contribution / active EE | $837 | $1,799-53.5% | $2,728-69.3% | $2,756-69.6% |
| Participant deferral / active EE | $2,185 | $3,112-29.8% | $4,522-51.7% | $4,297-49.1% |
| Admin fee / account holder | $889 | $4,986-82.2% | $6,153-85.6% | $6,935-87.2% |