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 5-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 | $183,326 | $117,841+55.6% | $102,423+79.0% | $145,922+25.6% |
| Participation rate | 21.4% | 78.6%-57.2pp | 76.5%-55.1pp | 80.3%-58.8pp |
| Annual return | 15.72% | 31.65%-15.9pp | 29.32%-13.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,003 | $3,615-72.2% | $3,023-66.8% | $4,660-78.5% |
| Participant deferral / active EE | $1,902 | $5,731-66.8% | $5,053-62.4% | $6,688-71.6% |
| Admin fee / account holder | $6,982 | $13,326-47.6% | $9,451-26.1% | $13,397-47.9% |