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 | $64,387 | $53,516+20.3% | $126,539-49.1% | $84,808-24.1% |
| Participation rate | 26.4% | 58.2%-31.9pp | 69.8%-43.4pp | 68.3%-41.9pp |
| Annual return | 19.65% | 58.34%-38.7pp | 425.95%-406.3pp | 40.90%-21.2pp |
| Employer contribution / active EE | $642 | $1,535-58.2% | $3,674-82.5% | $2,631-75.6% |
| Participant deferral / active EE | $1,592 | $2,671-40.4% | $4,083-61.0% | $4,212-62.2% |
| Admin fee / account holder | $2,872 | $4,497-36.1% | $6,065-52.6% | $7,344-60.9% |