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 | $184,196 | $80,717+128.2% | $154,803+19.0% | $84,808+117.2% |
| Participation rate | 41.8% | 66.8%-25.0pp | 78.1%-36.3pp | 68.3%-26.5pp |
| Annual return | 14.49% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,172 | $2,761-21.3% | $4,305-49.5% | $2,631-17.4% |
| Participant deferral / active EE | $3,572 | $3,303+8.1% | $5,540-35.5% | $4,212-15.2% |
| Admin fee / account holder | $31,155 | $6,746+361.9% | $14,329+117.4% | $7,344+324.2% |