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 | $112,880 | $85,202+32.5% | $172,739-34.7% | $72,985+54.7% |
| Participation rate | 35.3% | 70.1%-34.8pp | 82.6%-47.4pp | 69.5%-34.2pp |
| Annual return | 25.60% | 27.32%-1.7pp | 802.84%-777.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $859 | $3,324-74.2% | $5,143-83.3% | $2,440-64.8% |
| Participant deferral / active EE | $1,412 | $3,260-56.7% | $5,198-72.8% | $3,607-60.9% |
| Admin fee / account holder | $569 | $5,884-90.3% | $13,954-95.9% | $5,124-88.9% |