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 | $187,851 | $150,197+25.1% | $120,368+56.1% | $145,959+28.7% |
| Participation rate | 20.0% | 78.8%-58.8pp | 71.9%-51.9pp | 80.3%-60.3pp |
| Annual return | 21.19% | 154.26%-133.1pp | 107.26%-86.1pp | 561.95%-540.8pp |
| Employer contribution / active EE | $1,005 | $4,350-76.9% | $3,465-71.0% | $4,661-78.4% |
| Participant deferral / active EE | $6,000 | $6,174-2.8% | $4,991+20.2% | $6,689-10.3% |
| Admin fee / account holder | $1,602 | $12,216-86.9% | $9,429-83.0% | $13,398-88.0% |