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 | $194,114 | $112,881+72.0% | $90,951+113.4% | $158,922+22.1% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 13.27% | 215.79%-202.5pp | 134.60%-121.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $984 | $2,893-66.0% | $2,122-53.6% | $4,761-79.3% |
| Participant deferral / active EE | $3,027 | $4,128-26.7% | $3,373-10.2% | $5,982-49.4% |
| Admin fee / account holder | $18,531 | $8,041+130.5% | $5,959+211.0% | $11,246+64.8% |