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 | $184,856 | $106,543+73.5% | $91,220+102.6% | $134,475+37.5% |
| Participation rate | 23.1% | 76.8%-53.7pp | 73.2%-50.1pp | 81.2%-58.1pp |
| Annual return | -17.55% | 160.60%-178.2pp | 114.01%-131.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $683 | $3,331-79.5% | $2,850-76.0% | $4,740-85.6% |
| Participant deferral / active EE | $2,607 | $4,719-44.7% | $4,234-38.4% | $6,400-59.3% |
| Admin fee / account holder | $2,646 | $6,231-57.5% | $5,420-51.2% | $11,426-76.8% |