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 | $141,752 | $86,944+63.0% | $107,525+31.8% | $74,304+90.8% |
| Participation rate | 38.9% | 59.6%-20.7pp | 75.1%-36.2pp | 60.3%-21.5pp |
| Annual return | 16.44% | 23.52%-7.1pp | 181.32%-164.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,295 | $2,757-16.7% | $3,754-38.9% | $2,241+2.4% |
| Participant deferral / active EE | $5,189 | $3,554+46.0% | $5,116+1.4% | $3,767+37.7% |
| Admin fee / account holder | $11,669 | $3,727+213.1% | $8,919+30.8% | $2,969+293.1% |