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 | $117,827 | $59,417+98.3% | $93,606+25.9% | $74,495+58.2% |
| Participation rate | 51.8% | 59.7%-7.9pp | 68.7%-16.9pp | 67.2%-15.4pp |
| Annual return | 15.45% | 81.83%-66.4pp | 133.20%-117.7pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $874 | $1,264-30.9% | $2,420-63.9% | $2,623-66.7% |
| Participant deferral / active EE | $3,356 | $3,050+10.0% | $4,411-23.9% | $4,346-22.8% |
| Admin fee / account holder | $1,826 | $3,021-39.6% | $8,285-78.0% | $1,942-5.9% |