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 | $115,288 | $54,701+110.8% | $86,188+33.8% | $71,457+61.3% |
| Participation rate | 36.7% | 60.1%-23.4pp | 69.0%-32.3pp | 67.9%-31.2pp |
| Annual return | 17.47% | 20.06%-2.6pp | 1168.45%-1151.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,624 | $1,265+28.4% | $2,380-31.8% | $2,588-37.2% |
| Participant deferral / active EE | $3,603 | $3,108+15.9% | $3,985-9.6% | $4,289-16.0% |
| Admin fee / account holder | $2,864 | $1,922+49.1% | $6,852-58.2% | $1,587+80.4% |