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 | $110,953 | $53,516+107.3% | $126,539-12.3% | $84,808+30.8% |
| Participation rate | 25.8% | 58.2%-32.5pp | 69.8%-44.1pp | 68.3%-42.6pp |
| Annual return | 31.29% | 58.34%-27.0pp | 425.95%-394.7pp | 40.90%-9.6pp |
| Employer contribution / active EE | $578 | $1,535-62.3% | $3,674-84.3% | $2,631-78.0% |
| Participant deferral / active EE | $1,433 | $2,671-46.3% | $4,083-64.9% | $4,212-66.0% |
| Admin fee / account holder | $2,294 | $4,497-49.0% | $6,065-62.2% | $7,344-68.8% |