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 | $176,856 | $111,724+58.3% | $93,606+88.9% | $145,922+21.2% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-21.9pp |
| Annual return | 12.73% | 202.98%-190.3pp | 133.20%-120.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,938 | $3,090-37.3% | $2,420-19.9% | $4,660-58.4% |
| Participant deferral / active EE | $6,093 | $4,912+24.0% | $4,411+38.1% | $6,688-8.9% |
| Admin fee / account holder | $8,919 | $10,250-13.0% | $8,285+7.6% | $13,397-33.4% |