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 | $146,659 | $154,228-4.9% | $145,433+0.8% | $137,256+6.9% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | 20.97% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,271 | $4,804-73.5% | $4,554-72.1% | $4,156-69.4% |
| Participant deferral / active EE | $2,951 | $8,216-64.1% | $7,897-62.6% | $6,407-53.9% |
| Admin fee / account holder | $2,500 | $14,344-82.6% | $13,129-81.0% | $12,270-79.6% |