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 | $192,018 | $111,724+71.9% | $93,606+105.1% | $145,922+31.6% |
| Participation rate | 45.0% | 74.2%-29.2pp | 68.7%-23.7pp | 80.3%-35.3pp |
| Annual return | 16.79% | 202.98%-186.2pp | 133.20%-116.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,216 | $3,090-60.7% | $2,420-49.8% | $4,660-73.9% |
| Participant deferral / active EE | $2,309 | $4,912-53.0% | $4,411-47.7% | $6,688-65.5% |
| Admin fee / account holder | $6,690 | $10,250-34.7% | $8,285-19.3% | $13,397-50.1% |