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 | $235,461 | $94,625+148.8% | $116,228+102.6% | $84,808+177.6% |
| Participation rate | 20.5% | 70.4%-50.0pp | 74.6%-54.1pp | 68.3%-47.9pp |
| Annual return | 15.75% | 20.40%-4.7pp | 90.06%-74.3pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,147 | $2,347-51.1% | $2,994-61.7% | $2,631-56.4% |
| Participant deferral / active EE | $1,761 | $3,972-55.7% | $4,953-64.4% | $4,212-58.2% |
| Admin fee / account holder | $14,136 | $10,091+40.1% | $11,989+17.9% | $7,344+92.5% |