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 | $230,220 | $100,773+128.5% | $88,946+158.8% | $142,382+61.7% |
| Participation rate | 65.2% | 74.3%-9.1pp | 68.8%-3.6pp | 80.1%-14.9pp |
| Annual return | 17.62% | 70.18%-52.6pp | 57.82%-40.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,144 | $2,918-26.5% | $2,555-16.1% | $4,299-50.1% |
| Participant deferral / active EE | $7,720 | $5,230+47.6% | $4,581+68.5% | $6,507+18.6% |
| Admin fee / account holder | $2,020 | $9,693-79.2% | $8,261-75.6% | $12,624-84.0% |