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 5-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 | $125,321 | $80,724+55.2% | $103,333+21.3% | $74,495+68.2% |
| Participation rate | 47.1% | 65.7%-18.6pp | 74.5%-27.4pp | 67.2%-20.1pp |
| Annual return | 13.63% | 27.56%-13.9pp | 24.88%-11.3pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,856 | $3,157-9.6% | $3,868-26.2% | $2,623+8.9% |
| Participant deferral / active EE | $4,455 | $3,860+15.4% | $5,057-11.9% | $4,346+2.5% |
| Admin fee / account holder | $7,440 | $2,368+214.2% | $8,355-10.9% | $1,942+283.2% |