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 | $155,729 | $74,888+107.9% | $71,209+118.7% | $142,382+9.4% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.1%-38.5pp |
| Annual return | 20.63% | 345.14%-324.5pp | 282.51%-261.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $434 | $2,854-84.8% | $2,721-84.1% | $4,299-89.9% |
| Participant deferral / active EE | $4,287 | $4,454-3.8% | $4,175+2.7% | $6,507-34.1% |
| Admin fee / account holder | $953 | $5,568-82.9% | $5,349-82.2% | $12,624-92.4% |