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 | $169,579 | $111,724+51.8% | $93,606+81.2% | $145,922+16.2% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-21.9pp |
| Annual return | 18.70% | 202.98%-184.3pp | 133.20%-114.5pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,227 | $3,090-60.3% | $2,420-49.3% | $4,660-73.7% |
| Participant deferral / active EE | $1,694 | $4,912-65.5% | $4,411-61.6% | $6,688-74.7% |
| Admin fee / account holder | $18,683 | $10,250+82.3% | $8,285+125.5% | $13,397+39.5% |