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 | $130,230 | $60,124+116.6% | $90,404+44.1% | $79,858+63.1% |
| Participation rate | 46.2% | 65.0%-18.8pp | 72.7%-26.5pp | 69.6%-23.5pp |
| Annual return | 41.57% | 71.94%-30.4pp | 1293.02%-1251.4pp | 31.71%+9.9pp |
| Employer contribution / active EE | $1,170 | $2,068-43.4% | $3,262-64.1% | $2,471-52.7% |
| Participant deferral / active EE | $1,981 | $2,938-32.6% | $3,963-50.0% | $3,740-47.0% |
| Admin fee / account holder | $763 | $3,976-80.8% | $5,611-86.4% | $5,306-85.6% |