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 6-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 | $100,524 | $65,561+53.3% | $86,188+16.6% | $75,163+33.7% |
| Participation rate | 26.4% | 60.5%-34.1pp | 69.0%-42.5pp | 67.2%-40.8pp |
| Annual return | 18.86% | 46.05%-27.2pp | 1168.45%-1149.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,161 | $1,553-25.2% | $2,380-51.2% | $2,670-56.5% |
| Participant deferral / active EE | $3,530 | $3,024+16.8% | $3,985-11.4% | $4,125-14.4% |
| Admin fee / account holder | $4,916 | $5,474-10.2% | $6,852-28.3% | $5,651-13.0% |