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 | $148,829 | $112,729+32.0% | $98,716+50.8% | $137,256+8.4% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 16.43% | 38.48%-22.1pp | 31.81%-15.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $5,714 | $2,725+109.7% | $2,279+150.8% | $4,156+37.5% |
| Participant deferral / active EE | $1,834 | $4,640-60.5% | $4,048-54.7% | $6,407-71.4% |
| Admin fee / account holder | $1,957 | $10,129-80.7% | $8,703-77.5% | $12,270-84.0% |