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 | $117,357 | $83,902+39.9% | $167,512-29.9% | $84,808+38.4% |
| Participation rate | 27.3% | 66.5%-39.2pp | 77.1%-49.8pp | 68.3%-41.0pp |
| Annual return | 19.57% | 91.55%-72.0pp | 1615.79%-1596.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,350 | $2,264-40.4% | $3,882-65.2% | $2,631-48.7% |
| Participant deferral / active EE | $2,277 | $4,442-48.7% | $6,405-64.4% | $4,212-45.9% |
| Admin fee / account holder | $3,056 | $7,915-61.4% | $9,769-68.7% | $7,344-58.4% |