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 | $194,513 | $96,635+101.3% | $86,612+124.6% | $139,434+39.5% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 12.58% | 106.41%-93.8pp | 591.07%-578.5pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,568 | $3,263-51.9% | $3,022-48.1% | $4,751-67.0% |
| Participant deferral / active EE | $4,089 | $4,836-15.4% | $4,438-7.9% | $6,710-39.1% |
| Admin fee / account holder | $1,311 | $6,408-79.5% | $5,614-76.6% | $11,403-88.5% |