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 | $184,838 | $109,982+68.1% | $97,226+90.1% | $145,922+26.7% |
| Participation rate | 38.5% | 75.9%-37.5pp | 72.7%-34.2pp | 80.3%-41.8pp |
| Annual return | 8.09% | 242.90%-234.8pp | 75.13%-67.0pp | 561.29%-553.2pp |
| Employer contribution / active EE | $909 | $3,084-70.5% | $2,729-66.7% | $4,660-80.5% |
| Participant deferral / active EE | $1,559 | $4,676-66.7% | $4,264-63.4% | $6,688-76.7% |
| Admin fee / account holder | $892 | $6,221-85.7% | $5,654-84.2% | $13,397-93.3% |