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 | $222,689 | $100,773+121.0% | $88,946+150.4% | $142,382+56.4% |
| Participation rate | 11.8% | 74.3%-62.5pp | 68.8%-57.1pp | 80.1%-68.4pp |
| Annual return | 18.07% | 70.18%-52.1pp | 57.82%-39.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $623 | $2,918-78.7% | $2,555-75.6% | $4,299-85.5% |
| Participant deferral / active EE | $3,834 | $5,230-26.7% | $4,581-16.3% | $6,507-41.1% |
| Admin fee / account holder | $2,028 | $9,693-79.1% | $8,261-75.5% | $12,624-83.9% |