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 | $183,382 | $111,814+64.0% | $103,374+77.4% | $145,959+25.6% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 11.81% | 24.77%-13.0pp | 24.89%-13.1pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,877 | $4,214-55.5% | $3,869-51.5% | $4,661-59.7% |
| Participant deferral / active EE | $4,347 | $5,618-22.6% | $5,058-14.1% | $6,689-35.0% |
| Admin fee / account holder | $15,280 | $9,754+56.6% | $8,394+82.0% | $13,398+14.0% |