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 | $201,345 | $109,817+83.3% | $98,442+104.5% | $167,490+20.2% |
| Participation rate | 31.6% | 75.8%-44.2pp | 73.3%-41.8pp | 82.1%-50.5pp |
| Annual return | 10.52% | 1956.69%-1946.2pp | 1492.73%-1482.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,751 | $3,224-45.7% | $2,960-40.8% | $4,837-63.8% |
| Participant deferral / active EE | $1,700 | $4,673-63.6% | $4,276-60.2% | $6,341-73.2% |
| Admin fee / account holder | $1,153 | $6,753-82.9% | $5,949-80.6% | $12,309-90.6% |