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 | $75,716 | $102,616-26.2% | $81,983-7.6% | $158,922-52.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.2%-19.2pp | 82.0%-32.0pp |
| Annual return | 18.97% | 61.04%-42.1pp | 41.31%-22.3pp | 302.83%-283.9pp |
| Employer contribution / active EE | $3,091 | $3,240-4.6% | $2,498+23.7% | $4,761-35.1% |
| Participant deferral / active EE | $13,702 | $4,648+194.8% | $3,722+268.1% | $5,982+129.0% |
| Admin fee / account holder | $24,063 | $8,235+192.2% | $5,664+324.9% | $11,246+114.0% |