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 4-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 | $103,507 | $70,756+46.3% | $65,493+58.0% | $142,382-27.3% |
| Participation rate | 12.5% | 77.4%-64.9pp | 73.1%-60.6pp | 80.1%-67.6pp |
| Annual return | 18.65% | 1754.89%-1736.2pp | 982.45%-963.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $350 | $2,881-87.8% | $2,574-86.4% | $4,299-91.9% |
| Participant deferral / active EE | $2,650 | $4,637-42.9% | $3,961-33.1% | $6,507-59.3% |
| Admin fee / account holder | $461 | $6,559-93.0% | $5,028-90.8% | $12,624-96.3% |