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 | $219,792 | $124,319+76.8% | $111,297+97.5% | $167,490+31.2% |
| Participation rate | 64.7% | 79.6%-14.9pp | 77.3%-12.6pp | 82.1%-17.4pp |
| Annual return | 22.99% | 37.44%-14.4pp | 54.65%-31.7pp | 478.56%-455.6pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,655 | $5,180-48.8% | $4,487-40.8% | $6,341-58.1% |
| Admin fee / account holder | $40,683 | $10,618+283.2% | $7,964+410.9% | $12,309+230.5% |