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 | $87,802 | $103,376-15.1% | $87,100+0.8% | $152,861-42.6% |
| Participation rate | 22.2% | 79.3%-57.1pp | 76.9%-54.6pp | 82.4%-60.2pp |
| Annual return | 12.87% | 28.10%-15.2pp | 28.19%-15.3pp | 345.32%-332.4pp |
| Employer contribution / active EE | $1,201 | $3,220-62.7% | $2,521-52.4% | $4,762-74.8% |
| Participant deferral / active EE | $5,556 | $4,778+16.3% | $4,049+37.2% | $5,850-5.0% |
| Admin fee / account holder | $1,959 | $12,205-83.9% | $7,497-73.9% | $11,596-83.1% |