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 | $106,474 | $73,360+45.1% | $177,989-40.2% | $74,495+42.9% |
| Participation rate | 38.2% | 66.6%-28.4pp | 77.1%-38.9pp | 67.2%-29.0pp |
| Annual return | 14.65% | 17.49%-2.8pp | 294.48%-279.8pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,778 | $2,216+25.3% | $3,949-29.7% | $2,623+5.9% |
| Participant deferral / active EE | $3,352 | $4,513-25.7% | $6,276-46.6% | $4,346-22.9% |
| Admin fee / account holder | $3,355 | $1,808+85.6% | $10,363-67.6% | $1,942+72.8% |