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 | $229,251 | $133,958+71.1% | $112,228+104.3% | $134,475+70.5% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -13.45% | 47.11%-60.6pp | 27.45%-40.9pp | 417.96%-431.4pp |
| Employer contribution / active EE | $873 | $4,038-78.4% | $3,635-76.0% | $4,740-81.6% |
| Participant deferral / active EE | $9,000 | $5,291+70.1% | $4,728+90.4% | $6,400+40.6% |
| Admin fee / account holder | $2,729 | $7,489-63.6% | $6,410-57.4% | $11,426-76.1% |