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 | $195,649 | $118,849+64.6% | $96,562+102.6% | $167,490+16.8% |
| Participation rate | 58.8% | 75.5%-16.7pp | 69.8%-11.0pp | 82.1%-23.3pp |
| Annual return | 8.66% | 50.49%-41.8pp | 37.78%-29.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $1,020 | $3,120-67.3% | $2,356-56.7% | $4,837-78.9% |
| Participant deferral / active EE | $3,092 | $4,616-33.0% | $3,849-19.7% | $6,341-51.2% |
| Admin fee / account holder | $3,431 | $8,065-57.5% | $6,181-44.5% | $12,309-72.1% |