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 | $100,318 | $30,400+230.0% | $53,898+86.1% | $84,808+18.3% |
| Participation rate | 35.5% | 46.4%-11.0pp | 55.0%-19.5pp | 68.3%-32.8pp |
| Annual return | 18.14% | 500.19%-482.0pp | 528.60%-510.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $837 | $603+38.9% | $932-10.2% | $2,631-68.2% |
| Participant deferral / active EE | $2,813 | $1,199+134.7% | $1,826+54.1% | $4,212-33.2% |
| Admin fee / account holder | $1,125 | $1,993-43.5% | $2,491-54.8% | $7,344-84.7% |