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 | $188,027 | $109,327+72.0% | $89,391+110.3% | $158,922+18.3% |
| Participation rate | 45.5% | 74.3%-28.8pp | 68.0%-22.5pp | 82.0%-36.5pp |
| Annual return | 10.68% | 345.68%-335.0pp | 245.62%-234.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $965 | $3,170-69.5% | $2,586-62.7% | $4,761-79.7% |
| Participant deferral / active EE | $1,062 | $4,598-76.9% | $3,890-72.7% | $5,982-82.2% |
| Admin fee / account holder | $8,567 | $6,153+39.2% | $4,881+75.5% | $11,246-23.8% |