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 | $126,519+39.9% | $106,201+66.6% | $145,959+21.2% |
| Participation rate | 28.6% | 77.7%-49.1pp | 75.3%-46.7pp | 80.3%-51.7pp |
| Annual return | 11.52% | 225.10%-213.6pp | 116.26%-104.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,559 | $3,726-58.2% | $3,170-50.8% | $4,661-66.6% |
| Participant deferral / active EE | $5,144 | $5,716-10.0% | $5,012+2.6% | $6,689-23.1% |
| Admin fee / account holder | $2,376 | $17,312-86.3% | $11,039-78.5% | $13,398-82.3% |