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 | $113,750 | $68,547+65.9% | $120,354-5.5% | $80,856+40.7% |
| Participation rate | 39.0% | 61.6%-22.6pp | 71.9%-32.9pp | 67.6%-28.6pp |
| Annual return | 17.52% | 23.60%-6.1pp | 107.15%-89.6pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,763 | $2,051-14.1% | $3,463-49.1% | $2,755-36.0% |
| Participant deferral / active EE | $4,999 | $3,173+57.5% | $4,991+0.2% | $4,296+16.4% |
| Admin fee / account holder | $3,245 | $5,732-43.4% | $9,423-65.6% | $6,918-53.1% |