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 | $164,413 | $101,724+61.6% | $164,813-0.2% | $80,856+103.3% |
| Participation rate | 34.3% | 71.8%-37.5pp | 78.6%-44.3pp | 67.6%-33.4pp |
| Annual return | 19.45% | 16.72%+2.7pp | 69.93%-50.5pp | 35.59%-16.1pp |
| Employer contribution / active EE | $899 | $2,953-69.6% | $4,341-79.3% | $2,755-67.4% |
| Participant deferral / active EE | $2,521 | $4,477-43.7% | $6,031-58.2% | $4,296-41.3% |
| Admin fee / account holder | $860 | $8,227-89.5% | $12,690-93.2% | $6,918-87.6% |