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 | $201,928 | $95,266+112.0% | $82,389+145.1% | $142,382+41.8% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.5%-41.0pp | 80.1%-51.5pp |
| Annual return | 15.54% | 25.74%-10.2pp | 28.67%-13.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,106 | $2,991+3.8% | $2,517+23.4% | $4,299-27.8% |
| Participant deferral / active EE | $5,179 | $4,809+7.7% | $4,155+24.6% | $6,507-20.4% |
| Admin fee / account holder | $1,272 | $8,563-85.2% | $7,231-82.4% | $12,624-89.9% |