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 | $115,803 | $68,097+70.1% | $62,929+84.0% | $137,256-15.6% |
| Participation rate | 10.5% | 77.4%-66.9pp | 73.1%-62.6pp | 80.0%-69.4pp |
| Annual return | 13.81% | 1859.11%-1845.3pp | 1063.93%-1050.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $400 | $2,811-85.8% | $2,505-84.0% | $4,156-90.4% |
| Participant deferral / active EE | $1,816 | $4,553-60.1% | $3,888-53.3% | $6,407-71.7% |
| Admin fee / account holder | $6,859 | $6,521+5.2% | $5,065+35.4% | $12,270-44.1% |