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 | $197,338 | $92,703+112.9% | $82,719+138.6% | $134,475+46.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | 2.52% | 944.92%-942.4pp | 701.18%-698.7pp | 417.96%-415.4pp |
| Employer contribution / active EE | $1,206 | $3,274-63.2% | $3,009-59.9% | $4,740-74.6% |
| Participant deferral / active EE | $4,185 | $4,802-12.9% | $4,395-4.8% | $6,400-34.6% |
| Admin fee / account holder | $405 | $5,983-93.2% | $5,329-92.4% | $11,426-96.5% |