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 | $161,811 | $117,841+37.3% | $102,423+58.0% | $145,922+10.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 13.76% | 31.65%-17.9pp | 29.32%-15.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,936 | $3,615-18.8% | $3,023-2.9% | $4,660-37.0% |
| Participant deferral / active EE | $4,912 | $5,731-14.3% | $5,053-2.8% | $6,688-26.6% |
| Admin fee / account holder | $4,658 | $13,326-65.0% | $9,451-50.7% | $13,397-65.2% |