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 | $116,945 | $52,353+123.4% | $120,225-2.7% | $82,448+41.8% |
| Participation rate | 22.4% | 58.3%-35.9pp | 69.6%-47.2pp | 68.1%-45.7pp |
| Annual return | 20.47% | 61.85%-41.4pp | 439.23%-418.8pp | 41.64%-21.2pp |
| Employer contribution / active EE | $975 | $1,510-35.4% | $3,475-71.9% | $2,551-61.8% |
| Participant deferral / active EE | $3,142 | $2,627+19.6% | $3,999-21.4% | $4,139-24.1% |
| Admin fee / account holder | $7,563 | $4,363+73.4% | $5,696+32.8% | $7,234+4.5% |