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 | $182,392 | $90,348+101.9% | $75,972+140.1% | $145,922+25.0% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.1pp |
| Annual return | 13.90% | 620.88%-607.0pp | 359.55%-345.6pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,113 | $3,311-66.4% | $2,685-58.6% | $4,660-76.1% |
| Participant deferral / active EE | $2,039 | $5,162-60.5% | $4,255-52.1% | $6,688-69.5% |
| Admin fee / account holder | $12,782 | $8,467+51.0% | $6,467+97.7% | $13,397-4.6% |