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 | $135,465 | $102,245+32.5% | $89,340+51.6% | $137,256-1.3% |
| Participation rate | 30.0% | 74.9%-44.9pp | 69.6%-39.6pp | 80.0%-50.0pp |
| Annual return | 14.86% | 21.89%-7.0pp | 20.57%-5.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $553 | $2,529-78.1% | $2,231-75.2% | $4,156-86.7% |
| Participant deferral / active EE | $3,879 | $4,436-12.6% | $3,823+1.5% | $6,407-39.5% |
| Admin fee / account holder | $1,372 | $8,085-83.0% | $6,704-79.5% | $12,270-88.8% |