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 | $179,796 | $85,202+111.0% | $172,739+4.1% | $72,985+146.3% |
| Participation rate | 53.2% | 70.1%-16.9pp | 82.6%-29.5pp | 69.5%-16.3pp |
| Annual return | 21.16% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,184 | $3,260+28.3% | $5,198-19.5% | $3,607+16.0% |
| Admin fee / account holder | $2,157 | $5,884-63.3% | $13,954-84.5% | $5,124-57.9% |