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 | $165,300 | $72,071+129.4% | $68,368+141.8% | $137,256+20.4% |
| Participation rate | 18.2% | 76.2%-58.1pp | 73.8%-55.6pp | 80.0%-61.8pp |
| Annual return | 15.72% | 353.14%-337.4pp | 292.57%-276.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $664 | $2,788-76.2% | $2,649-74.9% | $4,156-84.0% |
| Participant deferral / active EE | $1,928 | $4,410-56.3% | $4,123-53.2% | $6,407-69.9% |
| Admin fee / account holder | $1,747 | $5,336-67.3% | $5,150-66.1% | $12,270-85.8% |