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 | $90,404 | $69,207+30.6% | $64,056+41.1% | $139,434-35.2% |
| Participation rate | 30.0% | 75.6%-45.6pp | 72.3%-42.3pp | 80.3%-50.3pp |
| Annual return | 20.71% | 45.88%-25.2pp | 33.69%-13.0pp | 372.94%-352.2pp |
| Employer contribution / active EE | $623 | $3,182-80.4% | $2,747-77.3% | $4,751-86.9% |
| Participant deferral / active EE | $2,482 | $4,682-47.0% | $3,880-36.0% | $6,710-63.0% |
| Admin fee / account holder | $16,762 | $4,244+294.9% | $3,068+446.3% | $11,403+47.0% |