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 4-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 | $174,004 | $100,970+72.3% | $96,576+80.2% | $137,256+26.8% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 18.56% | 38.16%-19.6pp | 38.47%-19.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,711 | $3,809-55.1% | $3,553-51.8% | $4,156-58.8% |
| Participant deferral / active EE | $9,173 | $8,286+10.7% | $7,956+15.3% | $6,407+43.2% |
| Admin fee / account holder | $319 | $11,312-97.2% | $11,381-97.2% | $12,270-97.4% |