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 | $195,544 | $127,065+53.9% | $113,168+72.8% | $142,382+37.3% |
| Participation rate | 27.8% | 79.2%-51.4pp | 76.6%-48.8pp | 80.1%-52.3pp |
| Annual return | 15.12% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,357 | $3,442-60.6% | $2,975-54.4% | $4,299-68.4% |
| Participant deferral / active EE | $5,587 | $5,716-2.3% | $5,107+9.4% | $6,507-14.1% |
| Admin fee / account holder | $1,050 | $15,736-93.3% | $12,068-91.3% | $12,624-91.7% |