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 | $217,747 | $148,534+46.6% | $135,903+60.2% | $139,434+56.2% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 26.79% | 79.19%-52.4pp | 68.23%-41.4pp | 372.94%-346.2pp |
| Employer contribution / active EE | $2,211 | $5,243-57.8% | $4,856-54.5% | $4,751-53.5% |
| Participant deferral / active EE | $4,367 | $8,100-46.1% | $7,758-43.7% | $6,710-34.9% |
| Admin fee / account holder | $4,147 | $12,400-66.6% | $10,762-61.5% | $11,403-63.6% |