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 4-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 | $90,775 | $54,705+65.9% | $71,209+27.5% | $84,808+7.0% |
| Participation rate | 29.4% | 64.1%-34.7pp | 73.8%-44.3pp | 68.3%-38.9pp |
| Annual return | 56.19% | 35.90%+20.3pp | 282.51%-226.3pp | 40.90%+15.3pp |
| Employer contribution / active EE | $1,701 | $2,158-21.2% | $2,721-37.5% | $2,631-35.3% |
| Participant deferral / active EE | $3,534 | $3,030+16.6% | $4,175-15.4% | $4,212-16.1% |
| Admin fee / account holder | $2,181 | $4,863-55.1% | $5,349-59.2% | $7,344-70.3% |