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 | $132,922 | $89,753+48.1% | $107,525+23.6% | $84,808+56.7% |
| Participation rate | 32.0% | 68.1%-36.1pp | 75.1%-43.1pp | 68.3%-36.3pp |
| Annual return | 16.62% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $999 | $3,113-67.9% | $3,754-73.4% | $2,631-62.0% |
| Participant deferral / active EE | $2,880 | $4,056-29.0% | $5,116-43.7% | $4,212-31.6% |
| Admin fee / account holder | $2,247 | $7,222-68.9% | $8,919-74.8% | $7,344-69.4% |