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 5-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 | $88,658 | $74,888+18.4% | $71,209+24.5% | $142,382-37.7% |
| Participation rate | 30.8% | 76.2%-45.5pp | 73.8%-43.0pp | 80.1%-49.4pp |
| Annual return | 19.26% | 345.14%-325.9pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $951 | $2,854-66.7% | $2,721-65.0% | $4,299-77.9% |
| Participant deferral / active EE | $4,301 | $4,454-3.4% | $4,175+3.0% | $6,507-33.9% |
| Admin fee / account holder | $3,029 | $5,568-45.6% | $5,349-43.4% | $12,624-76.0% |