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 | $231,712 | $155,788+48.7% | $124,672+85.9% | $167,490+38.3% |
| Participation rate | 45.5% | 81.1%-35.6pp | 74.6%-29.2pp | 82.1%-36.7pp |
| Annual return | 9.85% | 17.97%-8.1pp | 5142.93%-5133.1pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,467 | $4,163-64.8% | $3,324-55.9% | $4,837-69.7% |
| Participant deferral / active EE | $3,117 | $5,673-45.1% | $4,614-32.5% | $6,341-50.8% |
| Admin fee / account holder | $34,118 | $9,531+258.0% | $7,493+355.3% | $12,309+177.2% |