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 | $106,217 | $65,561+62.0% | $86,188+23.2% | $75,163+41.3% |
| Participation rate | 32.5% | 60.5%-28.0pp | 69.0%-36.5pp | 67.2%-34.7pp |
| Annual return | 20.91% | 46.05%-25.1pp | 1168.45%-1147.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,519 | $3,024+16.4% | $3,985-11.7% | $4,125-14.7% |
| Admin fee / account holder | $558 | $5,474-89.8% | $6,852-91.8% | $5,651-90.1% |