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 | $102,613 | $29,319+250.0% | $52,425+95.7% | $82,448+24.5% |
| Participation rate | 23.3% | 46.9%-23.5pp | 55.6%-32.3pp | 68.1%-44.7pp |
| Annual return | 17.99% | 535.20%-517.2pp | 302.12%-284.1pp | 41.64%-23.6pp |
| Employer contribution / active EE | $601 | $586+2.5% | $914-34.2% | $2,551-76.4% |
| Participant deferral / active EE | $2,292 | $1,171+95.6% | $1,790+28.0% | $4,139-44.6% |
| Admin fee / account holder | $1,208 | $1,962-38.4% | $2,495-51.6% | $7,234-83.3% |