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 | $178,758 | $63,703+180.6% | $93,063+92.1% | $82,448+116.8% |
| Participation rate | 40.7% | 63.8%-23.1pp | 72.1%-31.4pp | 68.1%-27.3pp |
| Annual return | 17.10% | -775.43%+792.5pp | 34.15%-17.1pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,132 | $1,729-34.5% | $2,476-54.3% | $2,551-55.6% |
| Participant deferral / active EE | $2,302 | $2,919-21.1% | $3,958-41.8% | $4,139-44.4% |
| Admin fee / account holder | $1,707 | $5,982-71.5% | $6,033-71.7% | $7,234-76.4% |