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 | $150,735 | $108,825+38.5% | $156,181-3.5% | $82,448+82.8% |
| Participation rate | 23.8% | 72.4%-48.6pp | 78.8%-55.0pp | 68.1%-44.3pp |
| Annual return | 23.82% | 20.59%+3.2pp | 64.87%-41.1pp | 41.64%-17.8pp |
| Employer contribution / active EE | $1,334 | $2,870-53.5% | $4,294-68.9% | $2,551-47.7% |
| Participant deferral / active EE | $2,349 | $4,577-48.7% | $6,132-61.7% | $4,139-43.3% |
| Admin fee / account holder | $979 | $9,341-89.5% | $14,586-93.3% | $7,234-86.5% |