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 | $151,613 | $93,571+62.0% | $135,903+11.6% | $75,163+101.7% |
| Participation rate | 57.9% | 75.2%-17.3pp | 81.9%-24.0pp | 67.2%-9.3pp |
| Annual return | 17.16% | 30.90%-13.7pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,915 | $3,537-17.6% | $4,856-40.0% | $2,670+9.2% |
| Participant deferral / active EE | $5,989 | $6,404-6.5% | $7,758-22.8% | $4,125+45.2% |
| Admin fee / account holder | $6,835 | $6,975-2.0% | $10,762-36.5% | $5,651+21.0% |