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 | $224,765 | $118,680+89.4% | $98,907+127.2% | $158,922+41.4% |
| Participation rate | 62.5% | 77.8%-15.3pp | 76.0%-13.5pp | 82.0%-19.5pp |
| Annual return | 14.74% | 372.35%-357.6pp | 196.43%-181.7pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,035 | $3,333-69.0% | $2,689-61.5% | $4,761-78.3% |
| Participant deferral / active EE | $3,998 | $5,088-21.4% | $4,244-5.8% | $5,982-33.2% |
| Admin fee / account holder | $28,435 | $10,131+180.7% | $6,642+328.1% | $11,246+152.9% |