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 | $153,589 | $78,485+95.7% | $106,213+44.6% | $74,495+106.2% |
| Participation rate | 31.5% | 72.8%-41.3pp | 75.3%-43.7pp | 67.2%-35.7pp |
| Annual return | 13.88% | 15.95%-2.1pp | 116.14%-102.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,504 | $2,523-40.4% | $3,171-52.6% | $2,623-42.7% |
| Participant deferral / active EE | $2,476 | $4,322-42.7% | $5,016-50.6% | $4,346-43.0% |
| Admin fee / account holder | $34,169 | $2,232+1431.0% | $11,033+209.7% | $1,942+1659.7% |