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 7-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 | $214,428 | $81,233+164.0% | $155,567+37.8% | $80,874+165.1% |
| Participation rate | 36.0% | 66.2%-30.2pp | 78.2%-42.2pp | 67.6%-31.6pp |
| Annual return | 15.15% | 33.33%-18.2pp | 64.74%-49.6pp | 35.62%-20.5pp |
| Employer contribution / active EE | $1,367 | $3,101-55.9% | $4,674-70.8% | $2,756-50.4% |
| Participant deferral / active EE | $2,004 | $3,452-41.9% | $5,628-64.4% | $4,297-53.4% |
| Admin fee / account holder | $31,637 | $7,998+295.6% | $15,916+98.8% | $6,935+356.2% |