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 | $220,263 | $110,257+99.8% | $96,544+128.1% | $139,434+58.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 10.37% | 26.32%-15.9pp | 25.84%-15.5pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,336 | $3,620-63.1% | $2,965-54.9% | $4,751-71.9% |
| Participant deferral / active EE | $2,464 | $5,548-55.6% | $4,851-49.2% | $6,710-63.3% |
| Admin fee / account holder | $40,918 | $11,591+253.0% | $8,252+395.8% | $11,403+258.8% |