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 | $97,333 | $59,417+63.8% | $93,606+4.0% | $74,495+30.7% |
| Participation rate | 24.7% | 59.7%-34.9pp | 68.7%-44.0pp | 67.2%-42.5pp |
| Annual return | 12.09% | 81.83%-69.7pp | 133.20%-121.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $835 | $1,264-33.9% | $2,420-65.5% | $2,623-68.2% |
| Participant deferral / active EE | $1,544 | $3,050-49.4% | $4,411-65.0% | $4,346-64.5% |
| Admin fee / account holder | $3,451 | $3,021+14.2% | $8,285-58.3% | $1,942+77.7% |