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 9-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 | $170,318 | $110,261+54.5% | $95,745+77.9% | $139,434+22.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 21.22% | 27.11%-5.9pp | 28.35%-7.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,840 | $3,257-12.8% | $2,835+0.2% | $4,751-40.2% |
| Participant deferral / active EE | $12,000 | $4,676+156.6% | $4,245+182.7% | $6,710+78.8% |
| Admin fee / account holder | $426 | $6,613-93.6% | $5,678-92.5% | $11,403-96.3% |