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 | $88,282 | $53,127+66.2% | $86,590+2.0% | $70,131+25.9% |
| Participation rate | 40.0% | 65.3%-25.3pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 21.10% | 27.66%-6.6pp | 964.84%-943.7pp | 73.14%-52.0pp |
| Employer contribution / active EE | $945 | $2,068-54.3% | $2,839-66.7% | $2,342-59.7% |
| Participant deferral / active EE | $1,555 | $2,696-42.3% | $3,609-56.9% | $3,332-53.3% |
| Admin fee / account holder | $8,182 | $3,585+128.2% | $4,906+66.8% | $4,645+76.1% |