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 | $196,943 | $57,354+243.4% | $83,848+134.9% | $64,186+206.8% |
| Participation rate | 51.5% | 68.6%-17.1pp | 76.1%-24.6pp | 69.6%-18.1pp |
| Annual return | 6.62% | 11.38%-4.8pp | 850.88%-844.3pp | 7.63%-1.0pp |
| Employer contribution / active EE | $840 | $2,545-67.0% | $3,631-76.9% | $2,381-64.7% |
| Participant deferral / active EE | $2,132 | $2,993-28.8% | $4,082-47.8% | $3,470-38.5% |
| Admin fee / account holder | $11,994 | $4,046+196.5% | $5,478+118.9% | $4,888+145.4% |