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 | $189,297 | $108,642+74.2% | $74,701+153.4% | $152,861+23.8% |
| Participation rate | 14.3% | 65.3%-51.1pp | 54.5%-40.2pp | 82.4%-68.2pp |
| Annual return | 25.97% | 114.06%-88.1pp | 752.92%-727.0pp | 345.32%-319.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,443 | $2,712-46.8% | $1,964-26.5% | $5,850-75.3% |
| Admin fee / account holder | $1,627 | $4,902-66.8% | $3,333-51.2% | $11,596-86.0% |