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 | $174,115 | $114,047+52.7% | $96,139+81.1% | $167,490+4.0% |
| Participation rate | 36.4% | 75.1%-38.7pp | 68.4%-32.1pp | 82.1%-45.7pp |
| Annual return | 10.64% | 189.88%-179.2pp | 191.94%-181.3pp | 478.56%-467.9pp |
| Employer contribution / active EE | $2,421 | $3,427-29.4% | $2,797-13.4% | $4,837-50.0% |
| Participant deferral / active EE | $5,957 | $5,194+14.7% | $4,349+37.0% | $6,341-6.1% |
| Admin fee / account holder | $9,920 | $6,897+43.8% | $5,537+79.2% | $12,309-19.4% |