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 8-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 | $122,706 | $97,125+26.3% | $86,233+42.3% | $137,256-10.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 12.79% | 74.19%-61.4pp | 61.39%-48.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,930 | $2,841-32.1% | $2,504-22.9% | $4,156-53.6% |
| Participant deferral / active EE | $8,997 | $5,180+73.7% | $4,559+97.3% | $6,407+40.4% |
| Admin fee / account holder | $6,397 | $9,725-34.2% | $8,342-23.3% | $12,270-47.9% |