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 | $176,968 | $126,574+39.8% | $106,213+66.6% | $145,922+21.3% |
| Participation rate | 28.6% | 77.6%-49.1pp | 75.3%-46.7pp | 80.3%-51.7pp |
| Annual return | 11.52% | 224.79%-213.3pp | 116.14%-104.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,559 | $3,730-58.2% | $3,171-50.8% | $4,660-66.5% |
| Participant deferral / active EE | $5,144 | $5,724-10.1% | $5,016+2.5% | $6,688-23.1% |
| Admin fee / account holder | $2,376 | $17,304-86.3% | $11,033-78.5% | $13,397-82.3% |