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 | $79,224 | $49,227+60.9% | $70,449+12.5% | $79,858-0.8% |
| Participation rate | 35.1% | 69.2%-34.1pp | 75.1%-40.0pp | 69.6%-34.6pp |
| Annual return | 12.11% | 30.06%-18.0pp | 109.03%-96.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $992 | $2,099-52.7% | $2,737-63.7% | $2,471-59.8% |
| Participant deferral / active EE | $2,342 | $2,768-15.4% | $3,709-36.9% | $3,740-37.4% |
| Admin fee / account holder | $8,748 | $2,878+203.9% | $3,845+127.5% | $5,306+64.9% |