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 | $89,573 | $185,200-51.6% | $142,863-37.3% | $167,490-46.5% |
| Participation rate | 52.2% | 78.4%-26.3pp | 71.9%-19.8pp | 82.1%-29.9pp |
| Annual return | 14.25% | 8555.70%-8541.4pp | 5637.54%-5623.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,846 | $5,604-67.1% | $4,144-55.5% | $4,837-61.8% |
| Participant deferral / active EE | $8,024 | $4,494+78.5% | $3,837+109.1% | $6,341+26.5% |
| Admin fee / account holder | $6,353 | $8,031-20.9% | $6,560-3.2% | $12,309-48.4% |