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 | $196,217 | $117,841+66.5% | $102,423+91.6% | $145,922+34.5% |
| Participation rate | 13.3% | 78.6%-65.3pp | 76.5%-63.2pp | 80.3%-66.9pp |
| Annual return | 14.58% | 31.65%-17.1pp | 29.32%-14.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,862 | $5,731-67.5% | $5,053-63.2% | $6,688-72.2% |
| Admin fee / account holder | $871 | $13,326-93.5% | $9,451-90.8% | $13,397-93.5% |