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 4-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 | $237,500 | $148,534+59.9% | $135,903+74.8% | $139,434+70.3% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 13.35% | 79.19%-65.8pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,269 | $5,243-75.8% | $4,856-73.9% | $4,751-73.3% |
| Participant deferral / active EE | $4,010 | $8,100-50.5% | $7,758-48.3% | $6,710-40.2% |
| Admin fee / account holder | $21,844 | $12,400+76.2% | $10,762+103.0% | $11,403+91.6% |