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 | $114,554 | $53,127+115.6% | $86,590+32.3% | $70,131+63.3% |
| Participation rate | 28.6% | 65.3%-36.7pp | 73.5%-45.0pp | 69.5%-41.0pp |
| Annual return | 19.70% | 27.66%-8.0pp | 964.84%-945.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $968 | $2,696-64.1% | $3,609-73.2% | $3,332-71.0% |
| Admin fee / account holder | $4,648 | $3,585+29.6% | $4,906-5.3% | $4,645+0.1% |