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 | $150,187+25.1% | $120,354+56.1% | $145,922+28.7% |
| Participation rate | 20.0% | 78.8%-58.8pp | 71.9%-51.9pp | 80.3%-60.3pp |
| Annual return | 21.19% | 154.07%-132.9pp | 107.15%-86.0pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,005 | $4,348-76.9% | $3,463-71.0% | $4,660-78.4% |
| Participant deferral / active EE | $6,000 | $6,173-2.8% | $4,991+20.2% | $6,688-10.3% |
| Admin fee / account holder | $1,602 | $12,207-86.9% | $9,423-83.0% | $13,397-88.0% |