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 | $185,290 | $100,852+83.7% | $90,404+105.0% | $158,922+16.6% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.7%-30.6pp | 82.0%-39.9pp |
| Annual return | 13.66% | 1724.20%-1710.5pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $818 | $3,689-77.8% | $3,262-74.9% | $4,761-82.8% |
| Participant deferral / active EE | $4,325 | $4,348-0.5% | $3,963+9.1% | $5,982-27.7% |
| Admin fee / account holder | $759 | $6,501-88.3% | $5,611-86.5% | $11,246-93.3% |