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 | $126,894 | $34,308+269.9% | $74,701+69.9% | $72,985+73.9% |
| Participation rate | 15.4% | 42.4%-27.0pp | 54.5%-39.1pp | 69.5%-54.1pp |
| Annual return | 18.09% | 26.58%-8.5pp | 752.92%-734.8pp | 81.00%-62.9pp |
| Employer contribution / active EE | $311 | $692-55.0% | $1,084-71.3% | $2,440-87.2% |
| Participant deferral / active EE | $1,182 | $1,271-7.1% | $1,964-39.8% | $3,607-67.2% |
| Admin fee / account holder | $1,049 | $2,124-50.6% | $3,333-68.5% | $5,124-79.5% |