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 | $101,550 | $60,124+68.9% | $90,404+12.3% | $79,858+27.2% |
| Participation rate | 41.9% | 65.0%-23.0pp | 72.7%-30.7pp | 69.6%-27.7pp |
| Annual return | 15.91% | 71.94%-56.0pp | 1293.02%-1277.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,652 | $2,938+92.4% | $3,963+42.6% | $3,740+51.1% |
| Admin fee / account holder | $9,878 | $3,976+148.4% | $5,611+76.1% | $5,306+86.2% |