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 | $169,920 | $74,927+126.8% | $101,794+66.9% | $84,808+100.4% |
| Participation rate | 64.0% | 61.4%+2.6pp | 69.2%-5.2pp | 68.3%-4.3pp |
| Annual return | 18.74% | 18.70%0pp | 30.53%-11.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,027 | $1,522+98.9% | $2,289+32.2% | $2,631+15.0% |
| Participant deferral / active EE | $6,443 | $3,099+107.9% | $4,084+57.8% | $4,212+53.0% |
| Admin fee / account holder | $1,904 | $6,514-70.8% | $8,777-78.3% | $7,344-74.1% |