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 | $109,413+37.8% | $156,263-3.5% | $84,808+77.7% |
| Participation rate | 23.8% | 72.7%-48.9pp | 78.9%-55.1pp | 68.3%-44.5pp |
| Annual return | 23.82% | 20.18%+3.6pp | 59.47%-35.7pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,334 | $2,907-54.1% | $4,333-69.2% | $2,631-49.3% |
| Participant deferral / active EE | $2,349 | $4,590-48.8% | $6,158-61.9% | $4,212-44.2% |
| Admin fee / account holder | $979 | $9,357-89.5% | $14,255-93.1% | $7,344-86.7% |