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 | $133,666 | $53,516+149.8% | $126,539+5.6% | $84,808+57.6% |
| Participation rate | 34.2% | 58.2%-24.0pp | 69.8%-35.6pp | 68.3%-34.1pp |
| Annual return | 16.64% | 58.34%-41.7pp | 425.95%-409.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $745 | $1,535-51.4% | $3,674-79.7% | $2,631-71.7% |
| Participant deferral / active EE | $1,864 | $2,671-30.2% | $4,083-54.3% | $4,212-55.7% |
| Admin fee / account holder | $49,699 | $4,497+1005.3% | $6,065+719.5% | $7,344+576.8% |