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 | $180,068 | $110,257+63.3% | $96,544+86.5% | $139,434+29.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 19.36% | 26.32%-7.0pp | 25.84%-6.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,212 | $3,620-38.9% | $2,965-25.4% | $4,751-53.4% |
| Participant deferral / active EE | $9,140 | $5,548+64.7% | $4,851+88.4% | $6,710+36.2% |
| Admin fee / account holder | $4,549 | $11,591-60.8% | $8,252-44.9% | $11,403-60.1% |