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 | $225,423 | $109,982+105.0% | $97,226+131.9% | $145,922+54.5% |
| Participation rate | 16.7% | 75.9%-59.3pp | 72.7%-56.0pp | 80.3%-63.6pp |
| Annual return | 11.92% | 242.90%-231.0pp | 75.13%-63.2pp | 561.29%-549.4pp |
| Employer contribution / active EE | $859 | $3,084-72.1% | $2,729-68.5% | $4,660-81.6% |
| Participant deferral / active EE | $3,833 | $4,676-18.0% | $4,264-10.1% | $6,688-42.7% |
| Admin fee / account holder | $3,624 | $6,221-41.7% | $5,654-35.9% | $13,397-73.0% |