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 | $91,897 | $58,208+57.9% | $81,812+12.3% | $80,856+13.7% |
| Participation rate | 18.2% | 63.4%-45.2pp | 72.3%-54.2pp | 67.6%-49.5pp |
| Annual return | 17.28% | 41.66%-24.4pp | 773.79%-756.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $476 | $2,340-79.6% | $2,912-83.6% | $2,755-82.7% |
| Participant deferral / active EE | $2,110 | $3,281-35.7% | $4,319-51.1% | $4,296-50.9% |
| Admin fee / account holder | $4,450 | $4,981-10.7% | $7,386-39.7% | $6,918-35.7% |