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 | $216,028 | $51,175+322.1% | $70,515+206.4% | $75,163+187.4% |
| Participation rate | 23.5% | 60.9%-37.4pp | 68.3%-44.8pp | 67.2%-43.7pp |
| Annual return | 18.36% | 30.02%-11.7pp | 32.77%-14.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,445 | $2,849-49.3% | $4,567-68.4% | $4,125-65.0% |
| Admin fee / account holder | $35,476 | $4,091+767.2% | $6,412+453.3% | $5,651+527.8% |