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 | $249,339 | $100,773+147.4% | $88,946+180.3% | $142,382+75.1% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 16.14% | 70.18%-54.0pp | 57.82%-41.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,067 | $2,918-63.4% | $2,555-58.3% | $4,299-75.2% |
| Participant deferral / active EE | $5,333 | $5,230+2.0% | $4,581+16.4% | $6,507-18.0% |
| Admin fee / account holder | $2,416 | $9,693-75.1% | $8,261-70.8% | $12,624-80.9% |