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 8-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 | $158,042 | $100,773+56.8% | $88,946+77.7% | $142,382+11.0% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 19.51% | 70.18%-50.7pp | 57.82%-38.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $461 | $2,918-84.2% | $2,555-82.0% | $4,299-89.3% |
| Participant deferral / active EE | $12,653 | $5,230+141.9% | $4,581+176.2% | $6,507+94.4% |
| Admin fee / account holder | $3,337 | $9,693-65.6% | $8,261-59.6% | $12,624-73.6% |