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 | $248,286 | $99,020+150.7% | $86,590+186.7% | $147,584+68.2% |
| Participation rate | 35.7% | 76.3%-40.6pp | 73.5%-37.8pp | 82.8%-47.1pp |
| Annual return | 14.70% | 1312.34%-1297.6pp | 964.84%-950.1pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,265 | $3,132-59.6% | $2,839-55.5% | $4,876-74.1% |
| Participant deferral / active EE | $3,358 | $3,972-15.5% | $3,609-7.0% | $5,439-38.3% |
| Admin fee / account holder | $10,242 | $5,710+79.4% | $4,906+108.8% | $10,885-5.9% |