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 | $169,315 | $87,013+94.6% | $106,213+59.4% | $80,856+109.4% |
| Participation rate | 32.6% | 70.4%-37.8pp | 75.3%-42.7pp | 67.6%-35.0pp |
| Annual return | 15.59% | 17.05%-1.5pp | 116.14%-100.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $924 | $2,395-61.4% | $3,171-70.9% | $2,755-66.5% |
| Participant deferral / active EE | $2,177 | $3,986-45.4% | $5,016-56.6% | $4,296-49.3% |
| Admin fee / account holder | $23,258 | $8,431+175.8% | $11,033+110.8% | $6,918+236.2% |