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 | $94,276 | $63,346+48.8% | $92,233+2.2% | $70,131+34.4% |
| Participation rate | 35.0% | 68.7%-33.7pp | 76.5%-41.5pp | 69.5%-34.5pp |
| Annual return | 21.55% | 530.12%-508.6pp | 176.28%-154.7pp | 73.14%-51.6pp |
| Employer contribution / active EE | $1,174 | $2,471-52.5% | $3,679-68.1% | $2,342-49.9% |
| Participant deferral / active EE | $2,462 | $2,854-13.7% | $3,897-36.8% | $3,332-26.1% |
| Admin fee / account holder | $1,999 | $3,840-47.9% | $5,194-61.5% | $4,645-57.0% |