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 | $190,962 | $117,983+61.9% | $101,794+87.6% | $142,382+34.1% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.2%-54.9pp | 80.1%-65.8pp |
| Annual return | 16.66% | 36.92%-20.3pp | 30.53%-13.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $582 | $2,773-79.0% | $2,289-74.6% | $4,299-86.5% |
| Participant deferral / active EE | $3,424 | $4,714-27.4% | $4,084-16.2% | $6,507-47.4% |
| Admin fee / account holder | $1,994 | $10,433-80.9% | $8,777-77.3% | $12,624-84.2% |