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 | $140,833 | $72,396+94.5% | $67,511+108.6% | $145,959-3.5% |
| Participation rate | 22.7% | 76.9%-54.1pp | 72.9%-50.2pp | 80.3%-57.6pp |
| Annual return | 14.81% | 7194.07%-7179.3pp | 3517.41%-3502.6pp | 561.95%-547.1pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,119 | $4,781-55.7% | $4,000-47.0% | $6,689-68.3% |
| Admin fee / account holder | $2,130 | $5,538-61.5% | $3,999-46.7% | $13,398-84.1% |