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 | $187,900 | $127,264+47.6% | $109,895+71.0% | $167,490+12.2% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.2%-54.2pp | 82.1%-62.1pp |
| Annual return | 22.84% | 22.97%-0.1pp | 29.45%-6.6pp | 478.56%-455.7pp |
| Employer contribution / active EE | $624 | $3,322-81.2% | $2,842-78.0% | $4,837-87.1% |
| Participant deferral / active EE | $5,200 | $4,514+15.2% | $4,048+28.5% | $6,341-18.0% |
| Admin fee / account holder | $1,093 | $7,114-84.6% | $6,066-82.0% | $12,309-91.1% |