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 8-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 | $183,567 | $88,672+107.0% | $105,223+74.5% | $82,448+122.6% |
| Participation rate | 25.0% | 67.9%-42.9pp | 75.0%-50.0pp | 68.1%-43.1pp |
| Annual return | 18.27% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,742 | $3,048-42.8% | $3,689-52.8% | $2,551-31.7% |
| Participant deferral / active EE | $3,544 | $4,036-12.2% | $5,072-30.1% | $4,139-14.4% |
| Admin fee / account holder | $683 | $7,146-90.4% | $8,859-92.3% | $7,234-90.6% |