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 6-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 | $226,444 | $112,096+102.0% | $95,952+136.0% | $158,922+42.5% |
| Participation rate | 47.8% | 79.0%-31.1pp | 77.1%-29.2pp | 82.0%-34.1pp |
| Annual return | 12.62% | 171.09%-158.5pp | 91.61%-79.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,163 | $3,198-63.6% | $2,541-54.2% | $4,761-75.6% |
| Participant deferral / active EE | $4,842 | $4,784+1.2% | $4,167+16.2% | $5,982-19.1% |
| Admin fee / account holder | $77,888 | $10,130+668.9% | $6,795+1046.2% | $11,246+592.6% |