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 | $109,740 | $85,202+28.8% | $172,739-36.5% | $72,985+50.4% |
| Participation rate | 41.2% | 70.1%-28.9pp | 82.6%-41.5pp | 69.5%-28.3pp |
| Annual return | 24.59% | 27.32%-2.7pp | 802.84%-778.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $753 | $3,324-77.4% | $5,143-85.4% | $2,440-69.1% |
| Participant deferral / active EE | $3,444 | $3,260+5.6% | $5,198-33.7% | $3,607-4.5% |
| Admin fee / account holder | $3,171 | $5,884-46.1% | $13,954-77.3% | $5,124-38.1% |