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 5-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 | $175,596 | $61,272+186.6% | $149,673+17.3% | $71,457+145.7% |
| Participation rate | 58.4% | 62.5%-4.1pp | 78.8%-20.4pp | 67.9%-9.5pp |
| Annual return | 16.65% | 35.85%-19.2pp | 134.42%-117.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,882 | $2,378-20.9% | $4,818-60.9% | $2,588-27.3% |
| Participant deferral / active EE | $6,172 | $2,917+111.6% | $5,680+8.7% | $4,289+43.9% |
| Admin fee / account holder | $12,178 | $1,261+865.5% | $13,210-7.8% | $1,587+667.2% |