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 | $119,452 | $165,335-27.8% | $149,696-20.2% | $158,922-24.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 23.67% | 348.15%-324.5pp | 276.60%-252.9pp | 302.83%-279.2pp |
| Employer contribution / active EE | $2,550 | $5,103-50.0% | $4,644-45.1% | $4,761-46.4% |
| Participant deferral / active EE | $8,827 | $7,181+22.9% | $6,842+29.0% | $5,982+47.6% |
| Admin fee / account holder | $1,134 | $10,807-89.5% | $9,309-87.8% | $11,246-89.9% |