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 | $89,056 | $70,669+26.0% | $169,368-47.4% | $75,163+18.5% |
| Participation rate | 47.7% | 64.8%-17.1pp | 77.1%-29.5pp | 67.2%-19.5pp |
| Annual return | 21.02% | 36.36%-15.3pp | 405.60%-384.6pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,916 | $2,211-13.3% | $4,013-52.3% | $2,670-28.2% |
| Participant deferral / active EE | $4,489 | $4,311+4.1% | $6,221-27.8% | $4,125+8.8% |
| Admin fee / account holder | $1,328 | $5,402-75.4% | $9,003-85.2% | $5,651-76.5% |