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 | $116,365 | $74,888+55.4% | $71,209+63.4% | $142,382-18.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 17.90% | 345.14%-327.2pp | 282.51%-264.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,448 | $2,854-49.3% | $2,721-46.8% | $4,299-66.3% |
| Participant deferral / active EE | $4,364 | $4,454-2.0% | $4,175+4.5% | $6,507-32.9% |
| Admin fee / account holder | $1,461 | $5,568-73.8% | $5,349-72.7% | $12,624-88.4% |