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 9-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 | $170,649 | $97,125+75.7% | $86,233+97.9% | $137,256+24.3% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.0%-13.5pp | 80.0%-24.4pp |
| Annual return | 14.49% | 74.19%-59.7pp | 61.39%-46.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,626 | $2,841-42.8% | $2,504-35.1% | $4,156-60.9% |
| Participant deferral / active EE | $6,555 | $5,180+26.6% | $4,559+43.8% | $6,407+2.3% |
| Admin fee / account holder | $1,809 | $9,725-81.4% | $8,342-78.3% | $12,270-85.3% |