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 | $210,190 | $111,535+88.5% | $105,223+99.8% | $137,256+53.1% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | 21.00% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,997 | $3,939-49.3% | $3,689-45.9% | $4,156-51.9% |
| Participant deferral / active EE | $3,364 | $5,500-38.8% | $5,072-33.7% | $6,407-47.5% |
| Admin fee / account holder | $1,859 | $9,721-80.9% | $8,859-79.0% | $12,270-84.9% |