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 | $92,113 | $58,264+58.1% | $86,612+6.4% | $71,457+28.9% |
| Participation rate | 37.8% | 65.0%-27.2pp | 71.7%-33.9pp | 67.9%-30.1pp |
| Annual return | 17.97% | 21.63%-3.7pp | 591.07%-573.1pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,071 | $2,574-58.4% | $3,022-64.6% | $2,588-58.6% |
| Participant deferral / active EE | $1,930 | $3,436-43.8% | $4,438-56.5% | $4,289-55.0% |
| Admin fee / account holder | $1,535 | $1,057+45.2% | $5,614-72.7% | $1,587-3.3% |