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 | $175,112 | $99,877+75.3% | $84,966+106.1% | $145,922+20.0% |
| Participation rate | 54.5% | 74.1%-19.5pp | 67.5%-13.0pp | 80.3%-25.7pp |
| Annual return | 13.03% | 83.76%-70.7pp | 66.38%-53.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,255 | $3,231-61.2% | $2,727-54.0% | $4,660-73.1% |
| Participant deferral / active EE | $8,826 | $5,291+66.8% | $4,519+95.3% | $6,688+32.0% |
| Admin fee / account holder | $504 | $7,248-93.0% | $6,149-91.8% | $13,397-96.2% |