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 | $149,184 | $99,020+50.7% | $86,590+72.3% | $147,584+1.1% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 10.67% | 1312.34%-1301.7pp | 964.84%-954.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,869 | $3,132-40.3% | $2,839-34.2% | $4,876-61.7% |
| Participant deferral / active EE | $3,843 | $3,972-3.3% | $3,609+6.5% | $5,439-29.3% |
| Admin fee / account holder | $2,389 | $5,710-58.2% | $4,906-51.3% | $10,885-78.1% |