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 6-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 | $196,894 | $74,927+162.8% | $101,794+93.4% | $84,808+132.2% |
| Participation rate | 24.2% | 61.4%-37.2pp | 69.2%-44.9pp | 68.3%-44.1pp |
| Annual return | 19.33% | 18.70%+0.6pp | 30.53%-11.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $538 | $1,522-64.7% | $2,289-76.5% | $2,631-79.6% |
| Participant deferral / active EE | $2,147 | $3,099-30.7% | $4,084-47.4% | $4,212-49.0% |
| Admin fee / account holder | $1,920 | $6,514-70.5% | $8,777-78.1% | $7,344-73.9% |