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 7-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 | $106,729 | $96,635+10.4% | $86,612+23.2% | $139,434-23.5% |
| Participation rate | 14.3% | 74.4%-60.1pp | 71.7%-57.4pp | 80.3%-66.0pp |
| Annual return | 17.68% | 106.41%-88.7pp | 591.07%-573.4pp | 372.94%-355.3pp |
| Employer contribution / active EE | $642 | $3,263-80.3% | $3,022-78.8% | $4,751-86.5% |
| Participant deferral / active EE | $3,857 | $4,836-20.2% | $4,438-13.1% | $6,710-42.5% |
| Admin fee / account holder | $1,284 | $6,408-80.0% | $5,614-77.1% | $11,403-88.7% |