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 | $238,980 | $103,376+131.2% | $87,100+174.4% | $152,861+56.3% |
| Participation rate | 53.3% | 79.3%-26.0pp | 76.9%-23.5pp | 82.4%-29.1pp |
| Annual return | 19.05% | 28.10%-9.0pp | 28.19%-9.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,627 | $3,220-49.5% | $2,521-35.5% | $4,762-65.8% |
| Participant deferral / active EE | $7,987 | $4,778+67.2% | $4,049+97.3% | $5,850+36.5% |
| Admin fee / account holder | $6,383 | $12,205-47.7% | $7,497-14.9% | $11,596-45.0% |