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 | $101,098 | $34,308+194.7% | $74,701+35.3% | $72,985+38.5% |
| Participation rate | 27.7% | 42.4%-14.7pp | 54.5%-26.8pp | 69.5%-41.8pp |
| Annual return | 24.84% | 26.58%-1.7pp | 752.92%-728.1pp | 81.00%-56.2pp |
| Employer contribution / active EE | $187 | $692-72.9% | $1,084-82.7% | $2,440-92.3% |
| Participant deferral / active EE | $938 | $1,271-26.2% | $1,964-52.2% | $3,607-74.0% |
| Admin fee / account holder | $1,350 | $2,124-36.5% | $3,333-59.5% | $5,124-73.7% |