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 | $99,792 | $57,354+74.0% | $83,848+19.0% | $64,186+55.5% |
| Participation rate | 30.6% | 68.6%-38.1pp | 76.1%-45.6pp | 69.6%-39.0pp |
| Annual return | 10.37% | 11.38%-1.0pp | 850.88%-840.5pp | 7.63%+2.7pp |
| Employer contribution / active EE | $628 | $2,545-75.3% | $3,631-82.7% | $2,381-73.6% |
| Participant deferral / active EE | $1,502 | $2,993-49.8% | $4,082-63.2% | $3,470-56.7% |
| Admin fee / account holder | $303 | $4,046-92.5% | $5,478-94.5% | $4,888-93.8% |