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 8-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 | $192,662 | $86,944+121.6% | $107,525+79.2% | $74,304+159.3% |
| Participation rate | 43.2% | 59.6%-16.3pp | 75.1%-31.8pp | 60.3%-17.1pp |
| Annual return | 15.69% | 23.52%-7.8pp | 181.32%-165.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,528 | $2,757-44.6% | $3,754-59.3% | $2,241-31.8% |
| Participant deferral / active EE | $3,194 | $3,554-10.1% | $5,116-37.6% | $3,767-15.2% |
| Admin fee / account holder | $8,627 | $3,727+131.5% | $8,919-3.3% | $2,969+190.6% |