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 9-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 | $183,693 | $109,327+68.0% | $89,391+105.5% | $158,922+15.6% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.0%-43.0pp | 82.0%-57.0pp |
| Annual return | 67.05% | 345.68%-278.6pp | 245.62%-178.6pp | 302.83%-235.8pp |
| Employer contribution / active EE | $816 | $3,170-74.2% | $2,586-68.4% | $4,761-82.9% |
| Participant deferral / active EE | $2,364 | $4,598-48.6% | $3,890-39.2% | $5,982-60.5% |
| Admin fee / account holder | $745 | $6,153-87.9% | $4,881-84.7% | $11,246-93.4% |