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 | $177,208 | $85,766+106.6% | $136,294+30.0% | $70,131+152.7% |
| Participation rate | 39.4% | 74.2%-34.8pp | 81.9%-42.5pp | 69.5%-30.1pp |
| Annual return | 15.99% | 31.45%-15.5pp | 5155.94%-5139.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,217 | $5,051-56.1% | $6,247-64.5% | $3,332-33.5% |
| Admin fee / account holder | $4,550 | $5,420-16.1% | $9,243-50.8% | $4,645-2.1% |