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 | $85,230 | $114,381-25.5% | $107,525-20.7% | $142,382-40.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 14.47% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,155 | $4,015-71.2% | $3,754-69.2% | $4,299-73.1% |
| Participant deferral / active EE | $6,798 | $5,564+22.2% | $5,116+32.9% | $6,507+4.5% |
| Admin fee / account holder | $388 | $9,860-96.1% | $8,919-95.6% | $12,624-96.9% |