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 4-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 | $169,805 | $132,634+28.0% | $115,768+46.7% | $137,256+23.7% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.4%-19.8pp | 80.0%-25.4pp |
| Annual return | 20.76% | 160.70%-139.9pp | 100.46%-79.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,512 | $3,360-55.0% | $2,940-48.6% | $4,156-63.6% |
| Participant deferral / active EE | $6,031 | $5,619+7.3% | $4,917+22.7% | $6,407-5.9% |
| Admin fee / account holder | $737 | $15,028-95.1% | $12,439-94.1% | $12,270-94.0% |