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 | $94,928 | $49,922+90.2% | $80,569+17.8% | $75,163+26.3% |
| Participation rate | 34.8% | 55.3%-20.5pp | 67.0%-32.1pp | 67.2%-32.3pp |
| Annual return | 14.22% | 34.69%-20.5pp | 935.43%-921.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,099 | $1,698-35.3% | $2,723-59.7% | $2,670-58.8% |
| Participant deferral / active EE | $1,408 | $2,990-52.9% | $4,447-68.3% | $4,125-65.9% |
| Admin fee / account holder | $2,263 | $3,577-36.7% | $5,377-57.9% | $5,651-60.0% |