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 | $157,802 | $99,020+59.4% | $86,590+82.2% | $147,584+6.9% |
| Participation rate | 26.3% | 76.3%-50.0pp | 73.5%-47.2pp | 82.8%-56.5pp |
| Annual return | 15.60% | 1312.34%-1296.7pp | 964.84%-949.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,018 | $3,132-67.5% | $2,839-64.1% | $4,876-79.1% |
| Participant deferral / active EE | $3,401 | $3,972-14.4% | $3,609-5.8% | $5,439-37.5% |
| Admin fee / account holder | $5,862 | $5,710+2.7% | $4,906+19.5% | $10,885-46.1% |