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 6-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 | $95,510 | $70,756+35.0% | $65,493+45.8% | $142,382-32.9% |
| Participation rate | 14.3% | 77.4%-63.1pp | 73.1%-58.8pp | 80.1%-65.8pp |
| Annual return | 17.83% | 1754.89%-1737.1pp | 982.45%-964.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $326 | $2,881-88.7% | $2,574-87.3% | $4,299-92.4% |
| Participant deferral / active EE | $3,086 | $4,637-33.5% | $3,961-22.1% | $6,507-52.6% |
| Admin fee / account holder | $434 | $6,559-93.4% | $5,028-91.4% | $12,624-96.6% |