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 | $137,247 | $91,037+50.8% | $71,671+91.5% | $147,584-7.0% |
| Participation rate | 30.0% | 76.1%-46.1pp | 68.7%-38.7pp | 82.8%-52.8pp |
| Annual return | 14.05% | 20.48%-6.4pp | 20.65%-6.6pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,562 | $3,327-53.1% | $2,460-36.5% | $4,876-68.0% |
| Participant deferral / active EE | $5,722 | $4,498+27.2% | $3,438+66.4% | $5,439+5.2% |
| Admin fee / account holder | $7,249 | $8,613-15.8% | $5,558+30.4% | $10,885-33.4% |