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 | $234,154 | $159,602+46.7% | $150,045+56.1% | $142,382+64.5% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.3%-62.3pp | 80.1%-60.1pp |
| Annual return | 20.31% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,600 | $8,310-44.6% | $7,997-42.5% | $6,507-29.3% |
| Admin fee / account holder | $121,479 | $14,846+718.2% | $13,435+804.2% | $12,624+862.3% |