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 | $193,622 | $96,484+100.7% | $75,886+155.1% | $152,861+26.7% |
| Participation rate | 42.9% | 76.2%-33.3pp | 69.3%-26.4pp | 82.4%-39.6pp |
| Annual return | 26.05% | 33.98%-7.9pp | 30.76%-4.7pp | 345.32%-319.3pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,044 | $4,553-33.1% | $3,603-15.5% | $5,850-48.0% |
| Admin fee / account holder | $1,409 | $8,078-82.6% | $5,418-74.0% | $11,596-87.8% |