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 8-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 | $143,922 | $109,413+31.5% | $156,263-7.9% | $84,808+69.7% |
| Participation rate | 38.5% | 72.7%-34.2pp | 78.9%-40.4pp | 68.3%-29.8pp |
| Annual return | 18.53% | 20.18%-1.6pp | 59.47%-40.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,725 | $2,907-40.6% | $4,333-60.2% | $2,631-34.4% |
| Participant deferral / active EE | $3,424 | $4,590-25.4% | $6,158-44.4% | $4,212-18.7% |
| Admin fee / account holder | $3,417 | $9,357-63.5% | $14,255-76.0% | $7,344-53.5% |