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 | $114,124 | $115,770-1.4% | $101,248+12.7% | $158,922-28.2% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 13.78% | 56.14%-42.4pp | 46.47%-32.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,695 | $4,175-59.4% | $3,660-53.7% | $4,761-64.4% |
| Participant deferral / active EE | $2,142 | $4,957-56.8% | $4,370-51.0% | $5,982-64.2% |
| Admin fee / account holder | $3,270 | $7,245-54.9% | $5,945-45.0% | $11,246-70.9% |