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 | $168,100 | $105,181+59.8% | $159,436+5.4% | $85,850+95.8% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.8%-13.6pp | 69.3%-0.1pp |
| Annual return | 14.35% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $929 | $3,318-72.0% | $4,829-80.8% | $2,565-63.8% |
| Participant deferral / active EE | $7,006 | $5,945+17.9% | $7,352-4.7% | $3,952+77.3% |
| Admin fee / account holder | $3,170 | $6,933-54.3% | $10,799-70.6% | $6,260-49.4% |