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 | $75,387 | $65,365+15.3% | $92,893-18.8% | $72,985+3.3% |
| Participation rate | 21.4% | 68.3%-46.9pp | 76.0%-54.6pp | 69.5%-48.1pp |
| Annual return | 20.92% | 42.10%-21.2pp | 109.41%-88.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,019 | $2,594-60.7% | $3,653-72.1% | $2,440-58.3% |
| Participant deferral / active EE | $1,475 | $3,128-52.9% | $4,236-65.2% | $3,607-59.1% |
| Admin fee / account holder | $2,915 | $4,251-31.4% | $5,794-49.7% | $5,124-43.1% |