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 | $197,961 | $99,921+98.1% | $85,009+132.9% | $145,959+35.6% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 107.63% | 83.89%+23.7pp | 66.47%+41.2pp | 561.95%-454.3pp |
| Employer contribution / active EE | $622 | $3,233-80.8% | $2,728-77.2% | $4,661-86.7% |
| Participant deferral / active EE | $4,900 | $5,293-7.4% | $4,522+8.4% | $6,689-26.7% |
| Admin fee / account holder | $1,343 | $7,252-81.5% | $6,153-78.2% | $13,398-90.0% |