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 3-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 | $191,161 | $150,187+27.3% | $120,354+58.8% | $145,922+31.0% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 12.35% | 154.07%-141.7pp | 107.15%-94.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $4,195 | $4,348-3.5% | $3,463+21.1% | $4,660-10.0% |
| Participant deferral / active EE | $12,646 | $6,173+104.9% | $4,991+153.4% | $6,688+89.1% |
| Admin fee / account holder | $10,568 | $12,207-13.4% | $9,423+12.1% | $13,397-21.1% |