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 8-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 | $106,867 | $74,888+42.7% | $71,209+50.1% | $142,382-24.9% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | 17.21% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,231 | $2,854-56.9% | $2,721-54.8% | $4,299-71.4% |
| Participant deferral / active EE | $2,420 | $4,454-45.7% | $4,175-42.0% | $6,507-62.8% |
| Admin fee / account holder | $592 | $5,568-89.4% | $5,349-88.9% | $12,624-95.3% |