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 | $221,965 | $74,888+196.4% | $71,209+211.7% | $142,382+55.9% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | 14.34% | 345.14%-330.8pp | 282.51%-268.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $515 | $2,854-82.0% | $2,721-81.1% | $4,299-88.0% |
| Participant deferral / active EE | $6,325 | $4,454+42.0% | $4,175+51.5% | $6,507-2.8% |
| Admin fee / account holder | $1,693 | $5,568-69.6% | $5,349-68.3% | $12,624-86.6% |