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 | $97,585 | $87,013+12.2% | $106,213-8.1% | $80,856+20.7% |
| Participation rate | 44.3% | 70.4%-26.2pp | 75.3%-31.0pp | 67.6%-23.4pp |
| Annual return | 11.44% | 17.05%-5.6pp | 116.14%-104.7pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,154 | $2,395-51.8% | $3,171-63.6% | $2,755-58.1% |
| Participant deferral / active EE | $2,604 | $3,986-34.7% | $5,016-48.1% | $4,296-39.4% |
| Admin fee / account holder | $1,204 | $8,431-85.7% | $11,033-89.1% | $6,918-82.6% |