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 | $177,224 | $49,922+255.0% | $80,569+120.0% | $75,163+135.8% |
| Participation rate | 31.0% | 55.3%-24.4pp | 67.0%-36.0pp | 67.2%-36.2pp |
| Annual return | 17.76% | 34.69%-16.9pp | 935.43%-917.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $900 | $1,698-47.0% | $2,723-67.0% | $2,670-66.3% |
| Participant deferral / active EE | $2,353 | $2,990-21.3% | $4,447-47.1% | $4,125-43.0% |
| Admin fee / account holder | $3,444 | $3,577-3.7% | $5,377-36.0% | $5,651-39.1% |