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 | $189,780 | $96,305+97.1% | $80,569+135.5% | $139,434+36.1% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 14.85% | 1350.08%-1335.2pp | 935.43%-920.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,047 | $3,262-67.9% | $2,723-61.5% | $4,751-78.0% |
| Participant deferral / active EE | $1,121 | $5,232-78.6% | $4,447-74.8% | $6,710-83.3% |
| Admin fee / account holder | $957 | $6,599-85.5% | $5,377-82.2% | $11,403-91.6% |