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 | $233,607 | $96,635+141.7% | $86,612+169.7% | $139,434+67.5% |
| Participation rate | 14.3% | 74.4%-60.1pp | 71.7%-57.4pp | 80.3%-66.0pp |
| Annual return | 20.49% | 106.41%-85.9pp | 591.07%-570.6pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,383 | $3,263-27.0% | $3,022-21.1% | $4,751-49.8% |
| Participant deferral / active EE | $9,835 | $4,836+103.4% | $4,438+121.6% | $6,710+46.6% |
| Admin fee / account holder | $1,418 | $6,408-77.9% | $5,614-74.8% | $11,403-87.6% |