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 | $228,724 | $118,680+92.7% | $98,907+131.2% | $158,922+43.9% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 17.82% | 372.35%-354.5pp | 196.43%-178.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $500 | $3,333-85.0% | $2,689-81.4% | $4,761-89.5% |
| Participant deferral / active EE | $3,900 | $5,088-23.3% | $4,244-8.1% | $5,982-34.8% |
| Admin fee / account holder | $541 | $10,131-94.7% | $6,642-91.9% | $11,246-95.2% |