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 | $120,520 | $32,037+276.2% | $69,182+74.2% | $62,891+91.6% |
| Participation rate | 65.5% | 43.4%+22.1pp | 55.1%+10.4pp | 69.3%-3.8pp |
| Annual return | 4.64% | 15.16%-10.5pp | -21.93%+26.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,505 | $679+121.5% | $1,206+24.7% | $2,281-34.0% |
| Participant deferral / active EE | $5,297 | $1,185+346.9% | $1,897+179.3% | $3,203+65.4% |
| Admin fee / account holder | $16,599 | $2,608+536.4% | $2,697+515.5% | $4,296+286.4% |