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 | $177,543 | $104,974+69.1% | $95,585+85.7% | $142,382+24.7% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 12.80% | 210.33%-197.5pp | 38.56%-25.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $420 | $2,779-84.9% | $2,527-83.4% | $4,299-90.2% |
| Participant deferral / active EE | $5,903 | $4,352+35.6% | $4,023+46.7% | $6,507-9.3% |
| Admin fee / account holder | $1,509 | $6,386-76.4% | $6,127-75.4% | $12,624-88.0% |