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 | $211,425 | $167,307+26.4% | $143,757+47.1% | $134,475+57.2% |
| Participation rate | 45.0% | 84.8%-39.8pp | 80.3%-35.3pp | 81.2%-36.2pp |
| Annual return | -16.55% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,721 | $5,619-69.4% | $4,951-65.2% | $4,740-63.7% |
| Participant deferral / active EE | $5,085 | $6,446-21.1% | $5,637-9.8% | $6,400-20.5% |
| Admin fee / account holder | $6,648 | $18,088-63.2% | $14,673-54.7% | $11,426-41.8% |