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 | $183,742 | $96,635+90.1% | $86,612+112.1% | $139,434+31.8% |
| Participation rate | 47.8% | 74.4%-26.6pp | 71.7%-23.9pp | 80.3%-32.5pp |
| Annual return | 42.94% | 106.41%-63.5pp | 591.07%-548.1pp | 372.94%-330.0pp |
| Employer contribution / active EE | $1,671 | $3,263-48.8% | $3,022-44.7% | $4,751-64.8% |
| Participant deferral / active EE | $3,629 | $4,836-25.0% | $4,438-18.2% | $6,710-45.9% |
| Admin fee / account holder | $4,303 | $6,408-32.9% | $5,614-23.4% | $11,403-62.3% |