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 7-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 | $180,149 | $87,037+107.0% | $106,201+69.6% | $80,874+122.8% |
| Participation rate | 20.4% | 70.4%-50.0pp | 75.3%-54.9pp | 67.6%-47.2pp |
| Annual return | 17.05% | 17.05%0pp | 116.26%-99.2pp | 35.62%-18.6pp |
| Employer contribution / active EE | $1,294 | $2,396-46.0% | $3,170-59.2% | $2,756-53.0% |
| Participant deferral / active EE | $2,385 | $3,986-40.2% | $5,012-52.4% | $4,297-44.5% |
| Admin fee / account holder | $733 | $8,434-91.3% | $11,039-93.4% | $6,935-89.4% |