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 3-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 | $206,580 | $175,202+17.9% | $149,673+38.0% | $139,434+48.2% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 12.28% | 166.71%-154.4pp | 134.42%-122.1pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,767 | $5,474-49.5% | $4,818-42.6% | $4,751-41.8% |
| Participant deferral / active EE | $6,181 | $6,519-5.2% | $5,680+8.8% | $6,710-7.9% |
| Admin fee / account holder | $1,680 | $16,150-89.6% | $13,210-87.3% | $11,403-85.3% |