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 5-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 | $182,851 | $117,983+55.0% | $101,794+79.6% | $142,382+28.4% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.2%-56.7pp | 80.1%-67.6pp |
| Annual return | 17.15% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,300 | $2,773-53.1% | $2,289-43.2% | $4,299-69.8% |
| Participant deferral / active EE | $3,250 | $4,714-31.1% | $4,084-20.4% | $6,507-50.1% |
| Admin fee / account holder | $2,041 | $10,433-80.4% | $8,777-76.7% | $12,624-83.8% |