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 | $110,862 | $89,355+24.1% | $141,162-21.5% | $72,985+51.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 23.45% | 111.85%-88.4pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,409 | $3,114-54.8% | $4,735-70.2% | $2,440-42.2% |
| Participant deferral / active EE | $2,917 | $5,418-46.2% | $6,709-56.5% | $3,607-19.1% |
| Admin fee / account holder | $4,404 | $5,958-26.1% | $10,261-57.1% | $5,124-14.1% |