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 | $156,611 | $74,888+109.1% | $71,209+119.9% | $142,382+10.0% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 13.82% | 345.14%-331.3pp | 282.51%-268.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,145 | $2,854-59.9% | $2,721-57.9% | $4,299-73.4% |
| Participant deferral / active EE | $5,298 | $4,454+18.9% | $4,175+26.9% | $6,507-18.6% |
| Admin fee / account holder | $14,629 | $5,568+162.7% | $5,349+173.5% | $12,624+15.9% |