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 4-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 | $88,060 | $60,323+46.0% | $81,812+7.6% | $74,495+18.2% |
| Participation rate | 56.9% | 62.9%-5.9pp | 72.3%-15.4pp | 67.2%-10.3pp |
| Annual return | 16.00% | 16.90%-0.9pp | 773.79%-757.8pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $409 | $2,620-84.4% | $2,912-86.0% | $2,623-84.4% |
| Participant deferral / active EE | $2,725 | $3,387-19.5% | $4,319-36.9% | $4,346-37.3% |
| Admin fee / account holder | $2,071 | $1,486+39.4% | $7,386-72.0% | $1,942+6.7% |