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 | $108,394 | $63,346+71.1% | $92,233+17.5% | $70,131+54.6% |
| Participation rate | 31.4% | 68.7%-37.2pp | 76.5%-45.1pp | 69.5%-38.1pp |
| Annual return | 12.64% | 530.12%-517.5pp | 176.28%-163.6pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,303 | $2,471-47.3% | $3,679-64.6% | $2,342-44.4% |
| Participant deferral / active EE | $2,242 | $2,854-21.4% | $3,897-42.5% | $3,332-32.7% |
| Admin fee / account holder | $2,821 | $3,840-26.6% | $5,194-45.7% | $4,645-39.3% |