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 | $154,220 | $100,773+53.0% | $88,946+73.4% | $142,382+8.3% |
| Participation rate | 16.7% | 74.3%-57.6pp | 68.8%-52.2pp | 80.1%-63.5pp |
| Annual return | 22.22% | 70.18%-48.0pp | 57.82%-35.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $320 | $2,918-89.0% | $2,555-87.5% | $4,299-92.6% |
| Participant deferral / active EE | $4,500 | $5,230-14.0% | $4,581-1.8% | $6,507-30.8% |
| Admin fee / account holder | $770 | $9,693-92.1% | $8,261-90.7% | $12,624-93.9% |