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 | $127,651 | $108,642+17.5% | $74,701+70.9% | $152,861-16.5% |
| Participation rate | 27.3% | 65.3%-38.1pp | 54.5%-27.2pp | 82.4%-55.2pp |
| Annual return | 20.15% | 114.06%-93.9pp | 752.92%-732.8pp | 345.32%-325.2pp |
| Employer contribution / active EE | $892 | $1,503-40.6% | $1,084-17.7% | $4,762-81.3% |
| Participant deferral / active EE | $3,628 | $2,712+33.8% | $1,964+84.8% | $5,850-38.0% |
| Admin fee / account holder | $2,082 | $4,902-57.5% | $3,333-37.5% | $11,596-82.0% |