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 | $173,972 | $49,173+253.8% | $121,098+43.7% | $75,163+131.5% |
| Participation rate | 39.0% | 55.4%-16.4pp | 69.5%-30.5pp | 67.2%-28.2pp |
| Annual return | 38.37% | 55.99%-17.6pp | 985.75%-947.4pp | 160.62%-122.2pp |
| Employer contribution / active EE | $861 | $1,546-44.3% | $4,164-79.3% | $2,670-67.8% |
| Participant deferral / active EE | $1,135 | $2,628-56.8% | $4,080-72.2% | $4,125-72.5% |
| Admin fee / account holder | $3,513 | $3,942-10.9% | $5,644-37.8% | $5,651-37.8% |