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 | $91,427 | $57,281+59.6% | $86,612+5.6% | $75,163+21.6% |
| Participation rate | 42.6% | 63.2%-20.6pp | 71.7%-29.1pp | 67.2%-24.6pp |
| Annual return | 16.66% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-144.0pp |
| Employer contribution / active EE | $673 | $2,314-70.9% | $3,022-77.7% | $2,670-74.8% |
| Participant deferral / active EE | $1,989 | $3,318-40.0% | $4,438-55.2% | $4,125-51.8% |
| Admin fee / account holder | $2,479 | $4,112-39.7% | $5,614-55.8% | $5,651-56.1% |