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 | $161,299 | $99,020+62.9% | $86,590+86.3% | $147,584+9.3% |
| Participation rate | 20.0% | 76.3%-56.3pp | 73.5%-53.5pp | 82.8%-62.8pp |
| Annual return | 11.60% | 1312.34%-1300.7pp | 964.84%-953.2pp | 578.55%-567.0pp |
| Employer contribution / active EE | $890 | $3,132-71.6% | $2,839-68.6% | $4,876-81.7% |
| Participant deferral / active EE | $5,983 | $3,972+50.6% | $3,609+65.8% | $5,439+10.0% |
| Admin fee / account holder | $32,699 | $5,710+472.6% | $4,906+566.6% | $10,885+200.4% |