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 3-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 | $119,316 | $48,230+147.4% | $67,502+76.8% | $80,856+47.6% |
| Participation rate | 14.0% | 66.4%-52.4pp | 72.9%-58.9pp | 67.6%-53.7pp |
| Annual return | 15.75% | 18.28%-2.5pp | 3512.12%-3496.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,022 | $2,020-49.4% | $2,731-62.6% | $2,755-62.9% |
| Participant deferral / active EE | $2,329 | $2,924-20.3% | $4,000-41.8% | $4,296-45.8% |
| Admin fee / account holder | $1,112 | $3,681-69.8% | $3,998-72.2% | $6,918-83.9% |