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 | $115,472 | $54,701+111.1% | $86,188+34.0% | $71,457+61.6% |
| Participation rate | 39.9% | 60.1%-20.2pp | 69.0%-29.1pp | 67.9%-28.0pp |
| Annual return | 16.15% | 20.06%-3.9pp | 1168.45%-1152.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,968 | $1,265+55.6% | $2,380-17.3% | $2,588-23.9% |
| Participant deferral / active EE | $3,961 | $3,108+27.5% | $3,985-0.6% | $4,289-7.6% |
| Admin fee / account holder | $4,779 | $1,922+148.7% | $6,852-30.2% | $1,587+201.1% |