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 3-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 | $162,083 | $71,050+128.1% | $93,606+73.2% | $80,856+100.5% |
| Participation rate | 8.3% | 60.4%-52.1pp | 68.7%-60.4pp | 67.6%-59.3pp |
| Annual return | 33.82% | 11.26%+22.6pp | 133.20%-99.4pp | 35.59%-1.8pp |
| Employer contribution / active EE | $2,005 | $1,564+28.2% | $2,420-17.1% | $2,755-27.2% |
| Participant deferral / active EE | $2,167 | $4,034-46.3% | $4,411-50.9% | $4,296-49.6% |
| Admin fee / account holder | $613 | $6,945-91.2% | $8,285-92.6% | $6,918-91.1% |