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 | $198,066 | $81,625+142.7% | $167,512+18.2% | $74,304+166.6% |
| Participation rate | 31.0% | 60.0%-29.0pp | 77.1%-46.1pp | 60.3%-29.3pp |
| Annual return | 15.21% | 26.09%-10.9pp | 1615.79%-1600.6pp | 29.43%-14.2pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,899 | $4,115-53.8% | $6,405-70.3% | $3,767-49.6% |
| Admin fee / account holder | $1,899 | $3,474-45.3% | $9,769-80.6% | $2,969-36.0% |