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 | $110,818 | $117,381-5.6% | $99,443+11.4% | $152,861-27.5% |
| Participation rate | 21.1% | 77.5%-56.5pp | 73.8%-52.8pp | 82.4%-61.4pp |
| Annual return | 12.95% | 31.87%-18.9pp | 30.72%-17.8pp | 345.32%-332.4pp |
| Employer contribution / active EE | $1,003 | $3,013-66.7% | $2,540-60.5% | $4,762-78.9% |
| Participant deferral / active EE | $4,397 | $4,086+7.6% | $3,619+21.5% | $5,850-24.8% |
| Admin fee / account holder | $4,531 | $7,631-40.6% | $6,250-27.5% | $11,596-60.9% |