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 | $86,987 | $74,888+16.2% | $71,209+22.2% | $142,382-38.9% |
| Participation rate | 11.1% | 76.2%-65.1pp | 73.8%-62.6pp | 80.1%-69.0pp |
| Annual return | 20.35% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $596 | $2,854-79.1% | $2,721-78.1% | $4,299-86.1% |
| Participant deferral / active EE | $1,031 | $4,454-76.9% | $4,175-75.3% | $6,507-84.2% |
| Admin fee / account holder | $828 | $5,568-85.1% | $5,349-84.5% | $12,624-93.4% |