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 8-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 | $122,145 | $102,616+19.0% | $81,983+49.0% | $158,922-23.1% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.2%-19.2pp | 82.0%-32.0pp |
| Annual return | 8.06% | 61.04%-53.0pp | 41.31%-33.3pp | 302.83%-294.8pp |
| Employer contribution / active EE | $1,027 | $3,240-68.3% | $2,498-58.9% | $4,761-78.4% |
| Participant deferral / active EE | $2,336 | $4,648-49.7% | $3,722-37.2% | $5,982-61.0% |
| Admin fee / account holder | $595 | $8,235-92.8% | $5,664-89.5% | $11,246-94.7% |