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 | $95,947 | $27,915+243.7% | $58,482+64.1% | $75,163+27.7% |
| Participation rate | 12.9% | 38.8%-25.9pp | 50.9%-38.0pp | 67.2%-54.3pp |
| Annual return | 18.42% | 44.20%-25.8pp | 4239.32%-4220.9pp | 160.62%-142.2pp |
| Employer contribution / active EE | $271 | $669-59.5% | $1,053-74.3% | $2,670-89.8% |
| Participant deferral / active EE | $1,059 | $1,201-11.8% | $1,924-45.0% | $4,125-74.3% |
| Admin fee / account holder | $1,988 | $1,726+15.2% | $2,516-21.0% | $5,651-64.8% |