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 | $89,936 | $57,354+56.8% | $83,848+7.3% | $64,186+40.1% |
| Participation rate | 45.9% | 68.6%-22.7pp | 76.1%-30.2pp | 69.6%-23.6pp |
| Annual return | -5.25% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $837 | $2,545-67.1% | $3,631-76.9% | $2,381-64.8% |
| Participant deferral / active EE | $3,947 | $2,993+31.9% | $4,082-3.3% | $3,470+13.7% |
| Admin fee / account holder | $8,077 | $4,046+99.7% | $5,478+47.4% | $4,888+65.2% |