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 7-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 | $106,327 | $30,400+249.8% | $53,898+97.3% | $84,808+25.4% |
| Participation rate | 16.2% | 46.4%-30.2pp | 55.0%-38.7pp | 68.3%-52.1pp |
| Annual return | 20.50% | 500.19%-479.7pp | 528.60%-508.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $562 | $603-6.8% | $932-39.7% | $2,631-78.7% |
| Participant deferral / active EE | $1,710 | $1,199+42.7% | $1,826-6.4% | $4,212-59.4% |
| Admin fee / account holder | $2,837 | $1,993+42.3% | $2,491+13.9% | $7,344-61.4% |