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 | $167,329 | $81,460+105.4% | $103,333+61.9% | $80,856+106.9% |
| Participation rate | 19.5% | 66.8%-47.3pp | 74.5%-55.0pp | 67.6%-48.1pp |
| Annual return | 19.71% | 25.55%-5.8pp | 24.88%-5.2pp | 35.59%-15.9pp |
| Employer contribution / active EE | $1,401 | $3,105-54.9% | $3,868-63.8% | $2,755-49.1% |
| Participant deferral / active EE | $2,198 | $3,869-43.2% | $5,057-56.5% | $4,296-48.8% |
| Admin fee / account holder | $1,589 | $6,566-75.8% | $8,355-81.0% | $6,918-77.0% |