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 | $138,821 | $89,753+54.7% | $107,525+29.1% | $84,808+63.7% |
| Participation rate | 35.0% | 68.1%-33.1pp | 75.1%-40.1pp | 68.3%-33.3pp |
| Annual return | 16.06% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,419 | $3,113-54.4% | $3,754-62.2% | $2,631-46.0% |
| Participant deferral / active EE | $3,966 | $4,056-2.2% | $5,116-22.5% | $4,212-5.8% |
| Admin fee / account holder | $1,471 | $7,222-79.6% | $8,919-83.5% | $7,344-80.0% |