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 | $85,637 | $99,921-14.3% | $85,009+0.7% | $145,959-41.3% |
| Participation rate | 23.1% | 74.1%-51.0pp | 67.5%-44.4pp | 80.3%-57.2pp |
| Annual return | 8.50% | 83.89%-75.4pp | 66.47%-58.0pp | 561.95%-553.4pp |
| Employer contribution / active EE | $981 | $3,233-69.7% | $2,728-64.1% | $4,661-79.0% |
| Participant deferral / active EE | $1,177 | $5,293-77.8% | $4,522-74.0% | $6,689-82.4% |
| Admin fee / account holder | $2,420 | $7,252-66.6% | $6,153-60.7% | $13,398-81.9% |