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 | $101,993 | $63,346+61.0% | $92,233+10.6% | $70,131+45.4% |
| Participation rate | 38.3% | 68.7%-30.3pp | 76.5%-38.1pp | 69.5%-31.2pp |
| Annual return | 13.32% | 530.12%-516.8pp | 176.28%-163.0pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,357 | $2,471-45.1% | $3,679-63.1% | $2,342-42.1% |
| Participant deferral / active EE | $2,884 | $2,854+1.0% | $3,897-26.0% | $3,332-13.5% |
| Admin fee / account holder | $1,977 | $3,840-48.5% | $5,194-61.9% | $4,645-57.4% |