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 | $226,958 | $126,574+79.3% | $106,213+113.7% | $145,922+55.5% |
| Participation rate | 42.9% | 77.6%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 11.11% | 224.79%-213.7pp | 116.14%-105.0pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,755 | $3,730-52.9% | $3,171-44.7% | $4,660-62.3% |
| Participant deferral / active EE | $8,686 | $5,724+51.8% | $5,016+73.2% | $6,688+29.9% |
| Admin fee / account holder | $1,207 | $17,304-93.0% | $11,033-89.1% | $13,397-91.0% |