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 | $184,897 | $105,998+74.4% | $92,233+100.5% | $147,584+25.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 16.54% | 50.05%-33.5pp | 176.28%-159.7pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,800 | $4,333-58.5% | $3,679-51.1% | $4,876-63.1% |
| Participant deferral / active EE | $1,800 | $4,478-59.8% | $3,897-53.8% | $5,439-66.9% |
| Admin fee / account holder | $2,680 | $6,332-57.7% | $5,194-48.4% | $10,885-75.4% |