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 | $120,132 | $63,346+89.6% | $92,233+30.2% | $70,131+71.3% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 16.19% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,423 | $2,471-42.4% | $3,679-61.3% | $2,342-39.3% |
| Participant deferral / active EE | $3,260 | $2,854+14.2% | $3,897-16.3% | $3,332-2.2% |
| Admin fee / account holder | $2,496 | $3,840-35.0% | $5,194-51.9% | $4,645-46.3% |