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 | $102,226 | $60,124+70.0% | $90,404+13.1% | $79,858+28.0% |
| Participation rate | 24.2% | 65.0%-40.8pp | 72.7%-48.5pp | 69.6%-45.4pp |
| Annual return | 22.67% | 71.94%-49.3pp | 1293.02%-1270.4pp | 31.71%-9.0pp |
| Employer contribution / active EE | $425 | $2,068-79.5% | $3,262-87.0% | $2,471-82.8% |
| Participant deferral / active EE | $887 | $2,938-69.8% | $3,963-77.6% | $3,740-76.3% |
| Admin fee / account holder | $2,015 | $3,976-49.3% | $5,611-64.1% | $5,306-62.0% |