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 | $110,528 | $48,046+130.0% | $84,611+30.6% | $72,985+51.4% |
| Participation rate | 22.4% | 57.6%-35.2pp | 68.2%-45.9pp | 69.5%-47.1pp |
| Annual return | 23.89% | 37.38%-13.5pp | 258.74%-234.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $521 | $1,602-67.5% | $2,652-80.4% | $2,440-78.6% |
| Participant deferral / active EE | $1,005 | $2,680-62.5% | $3,899-74.2% | $3,607-72.1% |
| Admin fee / account holder | $2,231 | $3,395-34.3% | $4,912-54.6% | $5,124-56.5% |