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 | $203,217 | $111,724+81.9% | $93,606+117.1% | $145,922+39.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 9.83% | 202.98%-193.2pp | 133.20%-123.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,427 | $3,090-53.8% | $2,420-41.0% | $4,660-69.4% |
| Participant deferral / active EE | $1,427 | $4,912-70.9% | $4,411-67.6% | $6,688-78.7% |
| Admin fee / account holder | $920 | $10,250-91.0% | $8,285-88.9% | $13,397-93.1% |