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 | $166,207 | $65,041+155.5% | $90,951+82.7% | $79,858+108.1% |
| Participation rate | 13.3% | 61.6%-48.3pp | 69.0%-55.7pp | 69.6%-56.3pp |
| Annual return | 13.43% | 30.45%-17.0pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $819 | $1,247-34.3% | $2,122-61.4% | $2,471-66.8% |
| Participant deferral / active EE | $3,033 | $2,512+20.8% | $3,373-10.1% | $3,740-18.9% |
| Admin fee / account holder | $2,575 | $4,536-43.2% | $5,959-56.8% | $5,306-51.5% |