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 | $154,512 | $99,652+55.1% | $78,778+96.1% | $147,584+4.7% |
| Participation rate | 53.3% | 76.2%-22.9pp | 69.2%-15.9pp | 82.8%-29.5pp |
| Annual return | 14.94% | 47.28%-32.3pp | 35.62%-20.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $966 | $2,796-65.4% | $1,986-51.4% | $4,876-80.2% |
| Participant deferral / active EE | $2,659 | $3,664-27.4% | $2,958-10.1% | $5,439-51.1% |
| Admin fee / account holder | $1,693 | $7,155-76.3% | $5,134-67.0% | $10,885-84.4% |