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 | $85,256 | $58,927+44.7% | $76,817+11.0% | $72,985+16.8% |
| Participation rate | 24.5% | 67.3%-42.9pp | 72.1%-47.6pp | 69.5%-45.0pp |
| Annual return | 24.17% | 2305.64%-2281.5pp | 1166.11%-1141.9pp | 81.00%-56.8pp |
| Employer contribution / active EE | $597 | $1,787-66.6% | $2,302-74.1% | $2,440-75.5% |
| Participant deferral / active EE | $1,339 | $2,690-50.2% | $3,336-59.9% | $3,607-62.9% |
| Admin fee / account holder | $2,574 | $4,013-35.9% | $6,420-59.9% | $5,124-49.8% |