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 3-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 | $180,200 | $111,814+61.2% | $93,654+92.4% | $145,959+23.5% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 36.08% | 203.30%-167.2pp | 133.34%-97.3pp | 561.95%-525.9pp |
| Employer contribution / active EE | $704 | $3,092-77.2% | $2,421-70.9% | $4,661-84.9% |
| Participant deferral / active EE | $1,408 | $4,914-71.4% | $4,413-68.1% | $6,689-79.0% |
| Admin fee / account holder | $2,624 | $10,246-74.4% | $8,282-68.3% | $13,398-80.4% |