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 | $159,316 | $110,257+44.5% | $96,544+65.0% | $139,434+14.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 13.57% | 26.32%-12.7pp | 25.84%-12.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,530 | $3,620-57.7% | $2,965-48.4% | $4,751-67.8% |
| Participant deferral / active EE | $3,134 | $5,548-43.5% | $4,851-35.4% | $6,710-53.3% |
| Admin fee / account holder | $8,444 | $11,591-27.2% | $8,252+2.3% | $11,403-25.9% |