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 | $247,143 | $192,717+28.2% | $142,449+73.5% | $139,434+77.2% |
| Participation rate | 66.7% | 81.5%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 10.80% | 17.99%-7.2pp | 19.99%-9.2pp | 372.94%-362.1pp |
| Employer contribution / active EE | $3,875 | $5,806-33.3% | $4,847-20.1% | $4,751-18.4% |
| Participant deferral / active EE | $5,925 | $7,208-17.8% | $6,283-5.7% | $6,710-11.7% |
| Admin fee / account holder | $1,293 | $15,124-91.5% | $10,011-87.1% | $11,403-88.7% |