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 7-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 | $142,160 | $67,823+109.6% | $52,425+171.2% | $137,256+3.6% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 18.03% | 219.11%-201.1pp | 302.12%-284.1pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,083 | $1,163-6.9% | $914+18.5% | $4,156-73.9% |
| Participant deferral / active EE | $1,590 | $2,288-30.5% | $1,790-11.2% | $6,407-75.2% |
| Admin fee / account holder | $704 | $2,844-75.2% | $2,495-71.8% | $12,270-94.3% |