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 | $92,487 | $111,724-17.2% | $93,606-1.2% | $145,922-36.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 19.37% | 202.98%-183.6pp | 133.20%-113.8pp | 561.29%-541.9pp |
| Employer contribution / active EE | $3,173 | $3,090+2.7% | $2,420+31.1% | $4,660-31.9% |
| Participant deferral / active EE | $4,472 | $4,912-9.0% | $4,411+1.4% | $6,688-33.1% |
| Admin fee / account holder | $387 | $10,250-96.2% | $8,285-95.3% | $13,397-97.1% |