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 | $192,003 | $76,401+151.3% | $106,387+80.5% | $64,186+199.1% |
| Participation rate | 67.9% | 73.5%-5.7pp | 77.5%-9.6pp | 69.6%-1.7pp |
| Annual return | 11.94% | -2.19%+14.1pp | 0.25%+11.7pp | 7.63%+4.3pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,185 | $4,274+21.3% | $5,421-4.4% | $3,470+49.4% |
| Admin fee / account holder | $48,424 | $4,610+950.3% | $7,510+544.8% | $4,888+890.7% |