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 | $163,286 | $78,422+108.2% | $95,952+70.2% | $79,858+104.5% |
| Participation rate | 56.3% | 73.5%-17.2pp | 77.1%-20.8pp | 69.6%-13.4pp |
| Annual return | 11.96% | 19.37%-7.4pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,554 | $1,945-20.1% | $2,541-38.8% | $2,471-37.1% |
| Participant deferral / active EE | $3,908 | $3,440+13.6% | $4,167-6.2% | $3,740+4.5% |
| Admin fee / account holder | $5,489 | $5,622-2.4% | $6,795-19.2% | $5,306+3.4% |