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 6-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 | $170,160 | $102,317+66.3% | $146,958+15.8% | $80,856+110.4% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.2%-21.4pp | 67.6%-6.9pp |
| Annual return | 14.21% | 134.76%-120.6pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,826 | $3,713+3.0% | $4,933-22.4% | $2,755+38.9% |
| Participant deferral / active EE | $8,127 | $6,644+22.3% | $8,070+0.7% | $4,296+89.2% |
| Admin fee / account holder | $3,027 | $7,941-61.9% | $12,998-76.7% | $6,918-56.2% |