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 | $102,697 | $59,417+72.8% | $93,606+9.7% | $74,495+37.9% |
| Participation rate | 58.7% | 59.7%-0.9pp | 68.7%-10.0pp | 67.2%-8.5pp |
| Annual return | 11.87% | 81.83%-70.0pp | 133.20%-121.3pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,071 | $1,264-15.3% | $2,420-55.7% | $2,623-59.2% |
| Participant deferral / active EE | $3,682 | $3,050+20.7% | $4,411-16.5% | $4,346-15.3% |
| Admin fee / account holder | $17,889 | $3,021+492.1% | $8,285+115.9% | $1,942+821.3% |