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 | $125,098 | $74,888+67.0% | $71,209+75.7% | $142,382-12.1% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 15.90% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $995 | $2,854-65.1% | $2,721-63.4% | $4,299-76.9% |
| Participant deferral / active EE | $4,138 | $4,454-7.1% | $4,175-0.9% | $6,507-36.4% |
| Admin fee / account holder | $23,998 | $5,568+331.0% | $5,349+348.7% | $12,624+90.1% |