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 | $124,111 | $53,516+131.9% | $126,539-1.9% | $84,808+46.3% |
| Participation rate | 25.0% | 58.2%-33.2pp | 69.8%-44.8pp | 68.3%-43.3pp |
| Annual return | 15.47% | 58.34%-42.9pp | 425.95%-410.5pp | 40.90%-25.4pp |
| Employer contribution / active EE | $960 | $1,535-37.4% | $3,674-73.9% | $2,631-63.5% |
| Participant deferral / active EE | $1,967 | $2,671-26.4% | $4,083-51.8% | $4,212-53.3% |
| Admin fee / account holder | $3,288 | $4,497-26.9% | $6,065-45.8% | $7,344-55.2% |