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 | $231,762 | $108,642+113.3% | $74,701+210.3% | $152,861+51.6% |
| Participation rate | 9.5% | 65.3%-55.8pp | 54.5%-44.9pp | 82.4%-72.9pp |
| Annual return | 23.62% | 114.06%-90.4pp | 752.92%-729.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $286 | $1,503-81.0% | $1,084-73.6% | $4,762-94.0% |
| Participant deferral / active EE | $1,810 | $2,712-33.3% | $1,964-7.8% | $5,850-69.1% |
| Admin fee / account holder | $2,236 | $4,902-54.4% | $3,333-32.9% | $11,596-80.7% |