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 | $107,447 | $52,380+105.1% | $98,755+8.8% | $85,850+25.2% |
| Participation rate | 39.6% | 58.0%-18.3pp | 65.7%-26.1pp | 69.3%-29.7pp |
| Annual return | 11.48% | 25.82%-14.3pp | 49.91%-38.4pp | 318.53%-307.1pp |
| Employer contribution / active EE | $587 | $1,337-56.1% | $2,067-71.6% | $2,565-77.1% |
| Participant deferral / active EE | $1,425 | $2,101-32.2% | $3,035-53.1% | $3,952-63.9% |
| Admin fee / account holder | $3,409 | $3,865-11.8% | $4,076-16.4% | $6,260-45.5% |