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 | $173,420 | $87,540+98.1% | $75,781+128.8% | $125,391+38.3% |
| Participation rate | 25.0% | 80.2%-55.2pp | 75.8%-50.8pp | 83.2%-58.2pp |
| Annual return | 1.92% | 13.48%-11.6pp | 9.68%-7.8pp | 282.22%-280.3pp |
| Employer contribution / active EE | $1,073 | $3,930-72.7% | $3,323-67.7% | $4,866-77.9% |
| Participant deferral / active EE | $4,689 | $4,229+10.9% | $3,651+28.4% | $5,352-12.4% |
| Admin fee / account holder | $4,000 | $6,502-38.5% | $5,299-24.5% | $9,540-58.1% |