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 7-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 | $164,795 | $110,261+49.5% | $95,745+72.1% | $139,434+18.2% |
| Participation rate | 33.3% | 75.8%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 14.89% | 27.11%-12.2pp | 28.35%-13.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $582 | $3,257-82.1% | $2,835-79.5% | $4,751-87.8% |
| Participant deferral / active EE | $1,827 | $4,676-60.9% | $4,245-56.9% | $6,710-72.8% |
| Admin fee / account holder | $1,854 | $6,613-72.0% | $5,678-67.3% | $11,403-83.7% |