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 | $165,502 | $71,050+132.9% | $93,606+76.8% | $80,856+104.7% |
| Participation rate | 34.0% | 60.4%-26.4pp | 68.7%-34.8pp | 67.6%-33.7pp |
| Annual return | 84.10% | 11.26%+72.8pp | 133.20%-49.1pp | 35.59%+48.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,647 | $4,034-59.2% | $4,411-62.7% | $4,296-61.7% |
| Admin fee / account holder | $10,314 | $6,945+48.5% | $8,285+24.5% | $6,918+49.1% |