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 9-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 | $80,511 | $52,406+53.6% | $129,207-37.7% | $74,495+8.1% |
| Participation rate | 63.2% | 53.8%+9.4pp | 69.6%-6.5pp | 67.2%-4.0pp |
| Annual return | 20.08% | 15.66%+4.4pp | 9417.33%-9397.2pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $3,075 | $1,531+100.9% | $4,153-26.0% | $2,623+17.2% |
| Participant deferral / active EE | $7,565 | $2,794+170.7% | $4,168+81.5% | $4,346+74.1% |
| Admin fee / account holder | $361 | $2,633-86.3% | $7,715-95.3% | $1,942-81.4% |