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 | $86,635 | $53,127+63.1% | $86,590+0.1% | $70,131+23.5% |
| Participation rate | 37.9% | 65.3%-27.4pp | 73.5%-35.6pp | 69.5%-31.6pp |
| Annual return | 20.24% | 27.66%-7.4pp | 964.84%-944.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,456 | $2,068-29.6% | $2,839-48.7% | $2,342-37.9% |
| Participant deferral / active EE | $2,462 | $2,696-8.7% | $3,609-31.8% | $3,332-26.1% |
| Admin fee / account holder | $5,189 | $3,585+44.7% | $4,906+5.8% | $4,645+11.7% |