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 | $131,433 | $49,922+163.3% | $80,569+63.1% | $75,163+74.9% |
| Participation rate | 14.1% | 55.3%-41.2pp | 67.0%-52.9pp | 67.2%-53.1pp |
| Annual return | 16.76% | 34.69%-17.9pp | 935.43%-918.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $497 | $1,698-70.8% | $2,723-81.8% | $2,670-81.4% |
| Participant deferral / active EE | $1,450 | $2,990-51.5% | $4,447-67.4% | $4,125-64.8% |
| Admin fee / account holder | $403 | $3,577-88.7% | $5,377-92.5% | $5,651-92.9% |