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 | $209,668 | $102,604+104.3% | $86,188+143.3% | $139,434+50.4% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.0%-52.3pp | 80.3%-63.7pp |
| Annual return | 16.78% | 1922.51%-1905.7pp | 1168.45%-1151.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $740 | $3,032-75.6% | $2,380-68.9% | $4,751-84.4% |
| Participant deferral / active EE | $1,850 | $4,676-60.4% | $3,985-53.6% | $6,710-72.4% |
| Admin fee / account holder | $2,758 | $8,657-68.1% | $6,852-59.7% | $11,403-75.8% |