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 7-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 | $166,767 | $110,261+51.2% | $95,745+74.2% | $139,434+19.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 10.84% | 27.11%-16.3pp | 28.35%-17.5pp | 372.94%-362.1pp |
| Employer contribution / active EE | $971 | $3,257-70.2% | $2,835-65.7% | $4,751-79.6% |
| Participant deferral / active EE | $1,820 | $4,676-61.1% | $4,245-57.1% | $6,710-72.9% |
| Admin fee / account holder | $3,892 | $6,613-41.2% | $5,678-31.5% | $11,403-65.9% |