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 | $233,583 | $156,846+48.9% | $121,098+92.9% | $139,434+67.5% |
| Participation rate | 47.4% | 76.4%-29.0pp | 69.5%-22.1pp | 80.3%-33.0pp |
| Annual return | 18.55% | 1474.56%-1456.0pp | 985.75%-967.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,963 | $5,536-64.5% | $4,164-52.9% | $4,751-58.7% |
| Participant deferral / active EE | $3,387 | $4,844-30.1% | $4,080-17.0% | $6,710-49.5% |
| Admin fee / account holder | $5,094 | $6,946-26.7% | $5,644-9.8% | $11,403-55.3% |