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 | $128,269 | $59,417+115.9% | $93,606+37.0% | $74,495+72.2% |
| Participation rate | 44.3% | 59.7%-15.3pp | 68.7%-24.4pp | 67.2%-22.9pp |
| Annual return | 23.87% | 81.83%-58.0pp | 133.20%-109.3pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $998 | $1,264-21.0% | $2,420-58.8% | $2,623-62.0% |
| Participant deferral / active EE | $4,065 | $3,050+33.3% | $4,411-7.8% | $4,346-6.5% |
| Admin fee / account holder | $2,673 | $3,021-11.5% | $8,285-67.7% | $1,942+37.6% |