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 | $151,022 | $111,724+35.2% | $93,606+61.3% | $145,922+3.5% |
| Participation rate | 57.9% | 74.2%-16.3pp | 68.7%-10.8pp | 80.3%-22.4pp |
| Annual return | 18.69% | 202.98%-184.3pp | 133.20%-114.5pp | 561.29%-542.6pp |
| Employer contribution / active EE | $800 | $3,090-74.1% | $2,420-66.9% | $4,660-82.8% |
| Participant deferral / active EE | $1,340 | $4,912-72.7% | $4,411-69.6% | $6,688-80.0% |
| Admin fee / account holder | $761 | $10,250-92.6% | $8,285-90.8% | $13,397-94.3% |