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 | $144,820 | $78,926+83.5% | $136,749+5.9% | $84,808+70.8% |
| Participation rate | 32.7% | 62.2%-29.4pp | 72.1%-39.4pp | 68.3%-35.6pp |
| Annual return | 17.89% | 18.17%-0.3pp | 24.33%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $816 | $2,134-61.8% | $3,400-76.0% | $2,631-69.0% |
| Participant deferral / active EE | $2,412 | $3,168-23.9% | $4,692-48.6% | $4,212-42.7% |
| Admin fee / account holder | $554 | $6,369-91.3% | $11,386-95.1% | $7,344-92.5% |