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 | $140,675 | $111,814+25.8% | $103,374+36.1% | $145,959-3.6% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.5pp |
| Annual return | 11.68% | 24.77%-13.1pp | 24.89%-13.2pp | 561.95%-550.3pp |
| Employer contribution / active EE | $1,723 | $4,214-59.1% | $3,869-55.5% | $4,661-63.0% |
| Participant deferral / active EE | $3,096 | $5,618-44.9% | $5,058-38.8% | $6,689-53.7% |
| Admin fee / account holder | $1,500 | $9,754-84.6% | $8,394-82.1% | $13,398-88.8% |