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 | $98,706 | $72,071+37.0% | $68,368+44.4% | $137,256-28.1% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.0%-50.0pp |
| Annual return | 20.91% | 353.14%-332.2pp | 292.57%-271.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $436 | $2,788-84.4% | $2,649-83.5% | $4,156-89.5% |
| Participant deferral / active EE | $1,915 | $4,410-56.6% | $4,123-53.6% | $6,407-70.1% |
| Admin fee / account holder | $416 | $5,336-92.2% | $5,150-91.9% | $12,270-96.6% |