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 | $161,196 | $110,809+45.5% | $86,874+85.6% | $167,490-3.8% |
| Participation rate | 40.0% | 75.8%-35.8pp | 71.6%-31.6pp | 82.1%-42.1pp |
| Annual return | 20.24% | 116.98%-96.7pp | 63.52%-43.3pp | 478.56%-458.3pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,200 | $4,546+14.4% | $3,699+40.6% | $6,341-18.0% |
| Admin fee / account holder | $5,833 | $8,415-30.7% | $5,828+0.1% | $12,309-52.6% |