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 | $233,350 | $99,918+133.5% | $81,382+186.7% | $145,922+59.9% |
| Participation rate | 53.8% | 74.2%-20.3pp | 69.5%-15.6pp | 80.3%-26.4pp |
| Annual return | 24.83% | 34.32%-9.5pp | 24.73%+0.1pp | 561.29%-536.5pp |
| Employer contribution / active EE | $1,617 | $2,978-45.7% | $2,463-34.3% | $4,660-65.3% |
| Participant deferral / active EE | $3,408 | $4,605-26.0% | $3,883-12.2% | $6,688-49.0% |
| Admin fee / account holder | $1,298 | $8,212-84.2% | $5,768-77.5% | $13,397-90.3% |