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 8-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 | $141,093 | $111,754+26.3% | $103,333+36.5% | $145,922-3.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 13.21% | 24.77%-11.6pp | 24.88%-11.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $912 | $4,212-78.4% | $3,868-76.4% | $4,660-80.4% |
| Participant deferral / active EE | $1,765 | $5,619-68.6% | $5,057-65.1% | $6,688-73.6% |
| Admin fee / account holder | $2,268 | $9,750-76.7% | $8,355-72.9% | $13,397-83.1% |