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 | $178,183 | $100,773+76.8% | $88,946+100.3% | $142,382+25.1% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 17.21% | 70.18%-53.0pp | 57.82%-40.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,704 | $2,918-41.6% | $2,555-33.3% | $4,299-60.4% |
| Participant deferral / active EE | $9,166 | $5,230+75.2% | $4,581+100.1% | $6,507+40.9% |
| Admin fee / account holder | $1,494 | $9,693-84.6% | $8,261-81.9% | $12,624-88.2% |