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 | $152,471 | $114,381+33.3% | $107,525+41.8% | $142,382+7.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 15.49% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,649 | $4,015-58.9% | $3,754-56.1% | $4,299-61.7% |
| Participant deferral / active EE | $6,990 | $5,564+25.6% | $5,116+36.6% | $6,507+7.4% |
| Admin fee / account holder | $3,793 | $9,860-61.5% | $8,919-57.5% | $12,624-70.0% |