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 | $110,869 | $56,053+97.8% | $75,972+45.9% | $80,856+37.1% |
| Participation rate | 30.3% | 62.0%-31.8pp | 69.1%-38.8pp | 67.6%-37.4pp |
| Annual return | 10.42% | 20.53%-10.1pp | 359.55%-349.1pp | 35.59%-25.2pp |
| Employer contribution / active EE | $737 | $1,874-60.7% | $2,685-72.5% | $2,755-73.2% |
| Participant deferral / active EE | $1,628 | $3,052-46.6% | $4,255-61.7% | $4,296-62.1% |
| Admin fee / account holder | $454 | $5,234-91.3% | $6,467-93.0% | $6,918-93.4% |