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 | $103,111 | $102,382+0.7% | $147,005-29.9% | $80,874+27.5% |
| Participation rate | 58.2% | 75.8%-17.7pp | 82.2%-24.0pp | 67.6%-9.5pp |
| Annual return | 13.86% | 134.89%-121.0pp | 418.76%-404.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $940 | $3,715-74.7% | $4,934-81.0% | $2,756-65.9% |
| Participant deferral / active EE | $3,339 | $6,646-49.8% | $8,070-58.6% | $4,297-22.3% |
| Admin fee / account holder | $2,308 | $7,942-70.9% | $13,006-82.3% | $6,935-66.7% |