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 | $152,095 | $114,381+33.0% | $107,525+41.5% | $142,382+6.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 20.33% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,111 | $4,015-47.4% | $3,754-43.8% | $4,299-50.9% |
| Participant deferral / active EE | $11,987 | $5,564+115.4% | $5,116+134.3% | $6,507+84.2% |
| Admin fee / account holder | $1,978 | $9,860-79.9% | $8,919-77.8% | $12,624-84.3% |