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 | $208,368 | $175,202+18.9% | $149,673+39.2% | $139,434+49.4% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 27.94% | 166.71%-138.8pp | 134.42%-106.5pp | 372.94%-345.0pp |
| Employer contribution / active EE | $1,358 | $5,474-75.2% | $4,818-71.8% | $4,751-71.4% |
| Participant deferral / active EE | $6,880 | $6,519+5.5% | $5,680+21.1% | $6,710+2.5% |
| Admin fee / account holder | $1,704 | $16,150-89.4% | $13,210-87.1% | $11,403-85.1% |