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 | $127,914 | $99,652+28.4% | $78,778+62.4% | $147,584-13.3% |
| Participation rate | 41.7% | 76.2%-34.6pp | 69.2%-27.5pp | 82.8%-41.2pp |
| Annual return | 11.38% | 47.28%-35.9pp | 35.62%-24.2pp | 578.55%-567.2pp |
| Employer contribution / active EE | $596 | $2,796-78.7% | $1,986-70.0% | $4,876-87.8% |
| Participant deferral / active EE | $2,474 | $3,664-32.5% | $2,958-16.4% | $5,439-54.5% |
| Admin fee / account holder | $3,263 | $7,155-54.4% | $5,134-36.4% | $10,885-70.0% |