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 | $147,955 | $63,745+132.1% | $98,442+50.3% | $79,386+86.4% |
| Participation rate | 40.9% | 69.9%-29.0pp | 73.3%-32.4pp | 70.7%-29.8pp |
| Annual return | 13.04% | 625.80%-612.8pp | 1492.73%-1479.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,467 | $2,557-42.6% | $2,960-50.4% | $2,427-39.5% |
| Participant deferral / active EE | $1,898 | $3,303-42.5% | $4,276-55.6% | $4,046-53.1% |
| Admin fee / account holder | $5,648 | $516+995.6% | $5,949-5.1% | $626+801.7% |