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 | $87,969 | $54,517+61.4% | $75,972+15.8% | $74,495+18.1% |
| Participation rate | 42.0% | 60.3%-18.3pp | 69.1%-27.0pp | 67.2%-25.2pp |
| Annual return | 14.79% | 31.82%-17.0pp | 359.55%-344.8pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $423 | $1,777-76.2% | $2,685-84.3% | $2,623-83.9% |
| Participant deferral / active EE | $2,431 | $3,066-20.7% | $4,255-42.9% | $4,346-44.1% |
| Admin fee / account holder | $1,885 | $2,229-15.4% | $6,467-70.8% | $1,942-2.9% |