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 | $125,509 | $54,701+129.4% | $86,188+45.6% | $71,457+75.6% |
| Participation rate | 37.4% | 60.1%-22.7pp | 69.0%-31.5pp | 67.9%-30.5pp |
| Annual return | 16.26% | 20.06%-3.8pp | 1168.45%-1152.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $465 | $1,265-63.3% | $2,380-80.5% | $2,588-82.0% |
| Participant deferral / active EE | $2,668 | $3,108-14.2% | $3,985-33.0% | $4,289-37.8% |
| Admin fee / account holder | $5,148 | $1,922+167.9% | $6,852-24.9% | $1,587+224.3% |