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 | $196,025 | $102,966+90.4% | $90,281+117.1% | $152,861+28.2% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.4%-27.9pp |
| Annual return | 22.54% | 95.16%-72.6pp | 78.10%-55.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $727 | $3,139-76.8% | $2,854-74.5% | $4,762-84.7% |
| Participant deferral / active EE | $2,799 | $4,281-34.6% | $3,885-27.9% | $5,850-52.1% |
| Admin fee / account holder | $417 | $6,171-93.2% | $5,351-92.2% | $11,596-96.4% |