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 | $159,708 | $80,731+97.8% | $103,374+54.5% | $74,546+114.2% |
| Participation rate | 29.9% | 65.7%-35.8pp | 74.5%-44.6pp | 67.2%-37.3pp |
| Annual return | 15.02% | 27.56%-12.5pp | 24.89%-9.9pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $2,087 | $3,158-33.9% | $3,869-46.1% | $2,624-20.5% |
| Participant deferral / active EE | $4,806 | $3,860+24.5% | $5,058-5.0% | $4,347+10.5% |
| Admin fee / account holder | $2,287 | $2,369-3.5% | $8,394-72.8% | $1,944+17.7% |