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 6-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 | $221,640 | $56,053+295.4% | $75,972+191.7% | $80,856+174.1% |
| Participation rate | 32.9% | 62.0%-29.1pp | 69.1%-36.1pp | 67.6%-34.7pp |
| Annual return | 12.98% | 20.53%-7.6pp | 359.55%-346.6pp | 35.59%-22.6pp |
| Employer contribution / active EE | $465 | $1,874-75.2% | $2,685-82.7% | $2,755-83.1% |
| Participant deferral / active EE | $3,589 | $3,052+17.6% | $4,255-15.7% | $4,296-16.4% |
| Admin fee / account holder | $1,043 | $5,234-80.1% | $6,467-83.9% | $6,918-84.9% |