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 | $241,096 | $126,574+90.5% | $106,213+127.0% | $145,922+65.2% |
| Participation rate | 42.9% | 77.6%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 9.95% | 224.79%-214.8pp | 116.14%-106.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,629 | $5,724-19.1% | $5,016-7.7% | $6,688-30.8% |
| Admin fee / account holder | $4,340 | $17,304-74.9% | $11,033-60.7% | $13,397-67.6% |