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 | $199,452 | $111,724+78.5% | $93,606+113.1% | $145,922+36.7% |
| Participation rate | 68.2% | 74.2%-6.0pp | 68.7%-0.5pp | 80.3%-12.1pp |
| Annual return | 19.02% | 202.98%-184.0pp | 133.20%-114.2pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,802 | $3,090-41.7% | $2,420-25.5% | $4,660-61.3% |
| Participant deferral / active EE | $3,984 | $4,912-18.9% | $4,411-9.7% | $6,688-40.4% |
| Admin fee / account holder | $11,695 | $10,250+14.1% | $8,285+41.2% | $13,397-12.7% |