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 7-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 | $180,314 | $109,327+64.9% | $89,391+101.7% | $158,922+13.5% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.0%-43.0pp | 82.0%-57.0pp |
| Annual return | 19.49% | 345.68%-326.2pp | 245.62%-226.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $539 | $3,170-83.0% | $2,586-79.2% | $4,761-88.7% |
| Participant deferral / active EE | $4,875 | $4,598+6.0% | $3,890+25.3% | $5,982-18.5% |
| Admin fee / account holder | $1,214 | $6,153-80.3% | $4,881-75.1% | $11,246-89.2% |