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 | $161,796 | $100,773+60.6% | $88,946+81.9% | $142,382+13.6% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.8%-11.7pp | 80.1%-23.0pp |
| Annual return | 15.75% | 70.18%-54.4pp | 57.82%-42.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,911 | $2,918-34.5% | $2,555-25.2% | $4,299-55.6% |
| Participant deferral / active EE | $7,235 | $5,230+38.3% | $4,581+57.9% | $6,507+11.2% |
| Admin fee / account holder | $2,132 | $9,693-78.0% | $8,261-74.2% | $12,624-83.1% |