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 | $153,567 | $112,729+36.2% | $98,716+55.6% | $137,256+11.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 15.54% | 38.48%-22.9pp | 31.81%-16.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,055 | $2,725-61.3% | $2,279-53.7% | $4,156-74.6% |
| Participant deferral / active EE | $13,906 | $4,640+199.7% | $4,048+243.6% | $6,407+117.1% |
| Admin fee / account holder | $1,847 | $10,129-81.8% | $8,703-78.8% | $12,270-85.0% |