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 10-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 | $87,353 | $34,308+154.6% | $74,701+16.9% | $72,985+19.7% |
| Participation rate | 23.4% | 42.4%-19.0pp | 54.5%-31.1pp | 69.5%-46.1pp |
| Annual return | 22.69% | 26.58%-3.9pp | 752.92%-730.2pp | 81.00%-58.3pp |
| Employer contribution / active EE | $424 | $692-38.7% | $1,084-60.9% | $2,440-82.6% |
| Participant deferral / active EE | $1,019 | $1,271-19.9% | $1,964-48.1% | $3,607-71.8% |
| Admin fee / account holder | $1,234 | $2,124-41.9% | $3,333-63.0% | $5,124-75.9% |