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 | $153,300 | $51,604+197.1% | $129,295+18.6% | $80,874+89.6% |
| Participation rate | 46.2% | 57.0%-10.8pp | 69.6%-23.5pp | 67.6%-21.5pp |
| Annual return | 21.99% | 20.76%+1.2pp | 9429.28%-9407.3pp | 35.62%-13.6pp |
| Employer contribution / active EE | $1,066 | $1,585-32.7% | $4,157-74.4% | $2,756-61.3% |
| Participant deferral / active EE | $3,816 | $2,670+42.9% | $4,169-8.5% | $4,297-11.2% |
| Admin fee / account holder | $3,442 | $4,310-20.1% | $7,665-55.1% | $6,935-50.4% |