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 | $175,338 | $124,319+41.0% | $111,297+57.5% | $167,490+4.7% |
| Participation rate | 25.0% | 79.6%-54.6pp | 77.3%-52.3pp | 82.1%-57.1pp |
| Annual return | 9.59% | 37.44%-27.8pp | 54.65%-45.1pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,352 | $3,435-60.7% | $2,731-50.5% | $4,837-72.1% |
| Participant deferral / active EE | $6,500 | $5,180+25.5% | $4,487+44.9% | $6,341+2.5% |
| Admin fee / account holder | $823 | $10,618-92.3% | $7,964-89.7% | $12,309-93.3% |