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 | $71,877 | $115,770-37.9% | $101,248-29.0% | $158,922-54.8% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 12.69% | 56.14%-43.4pp | 46.47%-33.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,833 | $4,175-56.1% | $3,660-49.9% | $4,761-61.5% |
| Participant deferral / active EE | $6,158 | $4,957+24.2% | $4,370+40.9% | $5,982+2.9% |
| Admin fee / account holder | $464 | $7,245-93.6% | $5,945-92.2% | $11,246-95.9% |