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 | $152,190 | $104,974+45.0% | $95,585+59.2% | $142,382+6.9% |
| Participation rate | 47.8% | 75.0%-27.1pp | 72.1%-24.2pp | 80.1%-32.3pp |
| Annual return | 13.84% | 210.33%-196.5pp | 38.56%-24.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $351 | $2,779-87.4% | $2,527-86.1% | $4,299-91.8% |
| Participant deferral / active EE | $1,753 | $4,352-59.7% | $4,023-56.4% | $6,507-73.1% |
| Admin fee / account holder | $5,057 | $6,386-20.8% | $6,127-17.5% | $12,624-59.9% |