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 | $74,314 | $67,823+9.6% | $52,425+41.8% | $137,256-45.9% |
| Participation rate | 22.2% | 63.9%-41.7pp | 55.6%-33.4pp | 80.0%-57.7pp |
| Annual return | 19.86% | 219.11%-199.3pp | 302.12%-282.3pp | 220.34%-200.5pp |
| Employer contribution / active EE | $515 | $1,163-55.7% | $914-43.7% | $4,156-87.6% |
| Participant deferral / active EE | $643 | $2,288-71.9% | $1,790-64.1% | $6,407-90.0% |
| Admin fee / account holder | $990 | $2,844-65.2% | $2,495-60.3% | $12,270-91.9% |