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 | $77,644 | $53,516+45.1% | $126,539-38.6% | $84,808-8.4% |
| Participation rate | 44.2% | 58.2%-14.1pp | 69.8%-25.6pp | 68.3%-24.1pp |
| Annual return | 14.36% | 58.34%-44.0pp | 425.95%-411.6pp | 40.90%-26.5pp |
| Employer contribution / active EE | $904 | $1,535-41.1% | $3,674-75.4% | $2,631-65.6% |
| Participant deferral / active EE | $3,751 | $2,671+40.5% | $4,083-8.1% | $4,212-10.9% |
| Admin fee / account holder | $4,150 | $4,497-7.7% | $6,065-31.6% | $7,344-43.5% |